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 | $16,778 | $105,998-84.2% | $92,233-81.8% | $147,584-88.6% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 32.62% | 50.05%-17.4pp | 176.28%-143.7pp | 578.55%-545.9pp |
| Employer contribution / active EE | $4,333 | $4,3330% | $3,679+17.8% | $4,876-11.2% |
| Participant deferral / active EE | $7,640 | $4,478+70.6% | $3,897+96.0% | $5,439+40.5% |
| Admin fee / account holder | $4,302 | $6,332-32.1% | $5,194-17.2% | $10,885-60.5% |