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 | $200,853 | $138,044+45.5% | $125,339+60.2% | $134,475+49.4% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -12.44% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $6,076 | $5,243+15.9% | $4,814+26.2% | $4,740+28.2% |
| Participant deferral / active EE | $9,936 | $7,799+27.4% | $7,446+33.4% | $6,400+55.3% |
| Admin fee / account holder | $26,428 | $11,571+128.4% | $10,010+164.0% | $11,426+131.3% |