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 | $105,428 | $138,044-23.6% | $125,339-15.9% | $134,475-21.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | 64.21% | 750.33%-686.1pp | 572.05%-507.8pp | 417.96%-353.8pp |
| Employer contribution / active EE | $2,046 | $5,243-61.0% | $4,814-57.5% | $4,740-56.8% |
| Participant deferral / active EE | $8,153 | $7,799+4.5% | $7,446+9.5% | $6,400+27.4% |
| Admin fee / account holder | $305 | $11,571-97.4% | $10,010-97.0% | $11,426-97.3% |