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 | $28,584 | $202,432-85.9% | $169,368-83.1% | $139,434-79.5% |
| Participation rate | 93.3% | 81.1%+12.3pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 76.21% | 531.74%-455.5pp | 405.60%-329.4pp | 372.94%-296.7pp |
| Employer contribution / active EE | $2,323 | $4,692-50.5% | $4,013-42.1% | $4,751-51.1% |
| Participant deferral / active EE | $5,267 | $6,938-24.1% | $6,221-15.3% | $6,710-21.5% |
| Admin fee / account holder | $711 | $10,708-93.4% | $9,003-92.1% | $11,403-93.8% |