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 | $93,740 | $171,865-45.5% | $149,718-37.4% | $147,584-36.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.42% | 2113.22%-2102.8pp | 1501.63%-1491.2pp | 578.55%-568.1pp |
| Employer contribution / active EE | $4,151 | $6,275-33.9% | $5,445-23.8% | $4,876-14.9% |
| Participant deferral / active EE | $6,518 | $7,271-10.4% | $6,569-0.8% | $5,439+19.8% |
| Admin fee / account holder | $402 | $13,799-97.1% | $11,283-96.4% | $10,885-96.3% |