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 | $28,159 | $176,056-84.0% | $159,436-82.3% | $167,490-83.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 70.63% | 331.75%-261.1pp | 263.57%-192.9pp | 478.56%-407.9pp |
| Employer contribution / active EE | $8,186 | $5,297+54.5% | $4,829+69.5% | $4,837+69.2% |
| Participant deferral / active EE | $9,090 | $7,750+17.3% | $7,352+23.6% | $6,341+43.3% |
| Admin fee / account holder | $2,884 | $12,554-77.0% | $10,799-73.3% | $12,309-76.6% |