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 | $98,441 | $159,901-38.4% | $146,958-33.0% | $145,922-32.5% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.5pp | 80.3%+2.3pp |
| Annual return | 47.12% | 98.13%-51.0pp | 418.34%-371.2pp | 561.29%-514.2pp |
| Employer contribution / active EE | $4,207 | $5,286-20.4% | $4,933-14.7% | $4,660-9.7% |
| Participant deferral / active EE | $9,950 | $8,428+18.1% | $8,070+23.3% | $6,688+48.8% |
| Admin fee / account holder | $21,914 | $15,044+45.7% | $12,998+68.6% | $13,397+63.6% |