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 | $40,460 | $88,751-54.4% | $81,812-50.5% | $145,922-72.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 20.21% | 1025.40%-1005.2pp | 773.79%-753.6pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,870 | $3,083-39.4% | $2,912-35.8% | $4,660-59.9% |
| Participant deferral / active EE | $8,127 | $4,643+75.0% | $4,319+88.2% | $6,688+21.5% |
| Admin fee / account holder | $2,176 | $8,415-74.1% | $7,386-70.5% | $13,397-83.8% |