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 10-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 | $32,151 | $180,449-82.2% | $154,107-79.1% | $135,375-76.3% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | 96.88% | 888.09%-791.2pp | 735.12%-638.2pp | 519.73%-422.9pp |
| Employer contribution / active EE | $8,861 | $6,035+46.8% | $5,298+67.3% | $4,779+85.4% |
| Participant deferral / active EE | $3,253 | $5,806-44.0% | $5,081-36.0% | $5,609-42.0% |
| Admin fee / account holder | $712 | $16,143-95.6% | $13,411-94.7% | $10,827-93.4% |