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 | $148,923 | $60,124+147.7% | $90,404+64.7% | $79,858+86.5% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 50.43% | 71.94%-21.5pp | 1293.02%-1242.6pp | 31.71%+18.7pp |
| Employer contribution / active EE | $3,505 | $2,068+69.5% | $3,262+7.5% | $2,471+41.9% |
| Participant deferral / active EE | $8,360 | $2,938+184.5% | $3,963+110.9% | $3,740+123.5% |
| Admin fee / account holder | $24,449 | $3,976+514.9% | $5,611+335.8% | $5,306+360.8% |