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 7-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 | $61,091 | $171,865-64.5% | $149,718-59.2% | $147,584-58.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.07% | 2113.22%-2094.1pp | 1501.63%-1482.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $4,961 | $6,275-20.9% | $5,445-8.9% | $4,876+1.7% |
| Participant deferral / active EE | $11,393 | $7,271+56.7% | $6,569+73.4% | $5,439+109.5% |
| Admin fee / account holder | $5,100 | $13,799-63.0% | $11,283-54.8% | $10,885-53.1% |