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 | $91,053 | $138,044-34.0% | $125,339-27.4% | $134,475-32.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 39.47% | 750.33%-710.9pp | 572.05%-532.6pp | 417.96%-378.5pp |
| Employer contribution / active EE | $2,150 | $5,243-59.0% | $4,814-55.3% | $4,740-54.6% |
| Participant deferral / active EE | $7,167 | $7,799-8.1% | $7,446-3.8% | $6,400+12.0% |
| Admin fee / account holder | $450 | $11,571-96.1% | $10,010-95.5% | $11,426-96.1% |