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 | $54,751 | $107,334-49.0% | $92,893-41.1% | $152,861-64.2% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | 445.52% | 145.58%+299.9pp | 109.41%+336.1pp | 345.32%+100.2pp |
| Employer contribution / active EE | $2,082 | $4,221-50.7% | $3,653-43.0% | $4,762-56.3% |
| Participant deferral / active EE | $4,929 | $4,845+1.7% | $4,236+16.4% | $5,850-15.7% |
| Admin fee / account holder | $2,156 | $7,079-69.5% | $5,794-62.8% | $11,596-81.4% |