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 | $68,559 | $156,846-56.3% | $121,098-43.4% | $139,434-50.8% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 75.11% | 1474.56%-1399.4pp | 985.75%-910.6pp | 372.94%-297.8pp |
| Employer contribution / active EE | $833 | $5,536-85.0% | $4,164-80.0% | $4,751-82.5% |
| Participant deferral / active EE | $3,567 | $4,844-26.4% | $4,080-12.6% | $6,710-46.8% |
| Admin fee / account holder | $614 | $6,946-91.2% | $5,644-89.1% | $11,403-94.6% |