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 8-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 | $22,547 | $176,662-87.2% | $130,648-82.7% | $152,861-85.2% |
| Participation rate | 85.7% | 79.0%+6.8pp | 71.7%+14.0pp | 82.4%+3.3pp |
| Annual return | 28.49% | 2692.24%-2663.8pp | 1708.96%-1680.5pp | 345.32%-316.8pp |
| Employer contribution / active EE | $3,767 | $5,742-34.4% | $4,092-7.9% | $4,762-20.9% |
| Participant deferral / active EE | $6,800 | $4,361+55.9% | $3,603+88.7% | $5,850+16.2% |
| Admin fee / account holder | $420 | $7,133-94.1% | $5,464-92.3% | $11,596-96.4% |