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 4-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 | $8,152 | $81,625-90.0% | $58,482-86.1% | $139,434-94.2% |
| Participation rate | 91.7% | 61.3%+30.3pp | 50.9%+40.8pp | 80.3%+11.3pp |
| Annual return | 74.63% | 7404.20%-7329.6pp | 4239.32%-4164.7pp | 372.94%-298.3pp |
| Employer contribution / active EE | $1,375 | $1,398-1.7% | $1,053+30.5% | $4,751-71.1% |
| Participant deferral / active EE | $5,640 | $2,557+120.6% | $1,924+193.2% | $6,710-16.0% |
| Admin fee / account holder | $644 | $3,265-80.3% | $2,516-74.4% | $11,403-94.3% |