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 | $44,224 | $100,852-56.2% | $90,404-51.1% | $158,922-72.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 23.69% | 1724.20%-1700.5pp | 1293.02%-1269.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $3,086 | $3,689-16.3% | $3,262-5.4% | $4,761-35.2% |
| Participant deferral / active EE | $8,160 | $4,348+87.7% | $3,963+105.9% | $5,982+36.4% |
| Admin fee / account holder | $8,815 | $6,501+35.6% | $5,611+57.1% | $11,246-21.6% |