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 | $88,406 | $54,350+62.7% | $82,719+6.9% | $68,494+29.1% |
| Participation rate | 90.3% | 63.9%+26.4pp | 72.6%+17.8pp | 67.9%+22.4pp |
| Annual return | 254.41% | -13.67%+268.1pp | 701.18%-446.8pp | -7.84%+262.3pp |
| Employer contribution / active EE | $3,807 | $2,218+71.6% | $3,009+26.5% | $2,596+46.6% |
| Participant deferral / active EE | $10,179 | $3,246+213.6% | $4,395+131.6% | $4,027+152.7% |
| Admin fee / account holder | $2,700 | $4,395-38.6% | $5,329-49.3% | $5,403-50.0% |