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 | $35,317 | $150,440-76.5% | $136,294-74.1% | $147,584-76.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 396.71% | 1049.08%-652.4pp | 5155.94%-4759.2pp | 578.55%-181.8pp |
| Employer contribution / active EE | $4,269 | $5,256-18.8% | $4,695-9.1% | $4,876-12.5% |
| Participant deferral / active EE | $3,432 | $6,630-48.2% | $6,247-45.1% | $5,439-36.9% |
| Admin fee / account holder | $473 | $10,905-95.7% | $9,243-94.9% | $10,885-95.7% |