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 5-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 | $114,038 | $156,846-27.3% | $121,098-5.8% | $139,434-18.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.09% | 1474.56%-1453.5pp | 985.75%-964.7pp | 372.94%-351.8pp |
| Employer contribution / active EE | $4,053 | $5,536-26.8% | $4,164-2.7% | $4,751-14.7% |
| Participant deferral / active EE | $18,510 | $4,844+282.1% | $4,080+353.7% | $6,710+175.8% |
| Admin fee / account holder | $840 | $6,946-87.9% | $5,644-85.1% | $11,403-92.6% |