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 | $74,582 | $202,318-63.1% | $172,739-56.8% | $152,861-51.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 291.28% | 1029.65%-738.4pp | 802.84%-511.6pp | 345.32%-54.0pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,125 | $5,948+19.8% | $5,198+37.1% | $5,850+21.8% |
| Admin fee / account holder | $810 | $17,109-95.3% | $13,954-94.2% | $11,596-93.0% |