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 | $53,373 | $138,044-61.3% | $125,339-57.4% | $134,475-60.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 81.02% | 750.33%-669.3pp | 572.05%-491.0pp | 417.96%-336.9pp |
| Employer contribution / active EE | $7,160 | $5,243+36.6% | $4,814+48.8% | $4,740+51.1% |
| Participant deferral / active EE | $10,137 | $7,799+30.0% | $7,446+36.1% | $6,400+58.4% |
| Admin fee / account holder | $2,235 | $11,571-80.7% | $10,010-77.7% | $11,426-80.4% |