See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,597 | $88,751-38.5% | $81,812-33.3% | $145,922-62.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.84% | 1025.40%-1014.6pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,254 | $3,083-26.9% | $2,912-22.6% | $4,660-51.6% |
| Participant deferral / active EE | $6,716 | $4,643+44.6% | $4,319+55.5% | $6,688+0.4% |
| Admin fee / account holder | $976 | $8,415-88.4% | $7,386-86.8% | $13,397-92.7% |