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 | $69,812 | $176,056-60.3% | $159,436-56.2% | $167,490-58.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 57.09% | 331.75%-274.7pp | 263.57%-206.5pp | 478.56%-421.5pp |
| Employer contribution / active EE | $7,840 | $5,297+48.0% | $4,829+62.3% | $4,837+62.1% |
| Participant deferral / active EE | $6,294 | $7,750-18.8% | $7,352-14.4% | $6,341-0.8% |
| Admin fee / account holder | $726 | $12,554-94.2% | $10,799-93.3% | $12,309-94.1% |