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 6-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 | $44,921 | $177,572-74.7% | $154,803-71.0% | $142,382-68.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 649.30% | 65.07%+584.2pp | 58.88%+590.4pp | 217.08%+432.2pp |
| Employer contribution / active EE | $20,859 | $4,810+333.6% | $4,305+384.5% | $4,299+385.2% |
| Participant deferral / active EE | $6,851 | $6,272+9.2% | $5,540+23.6% | $6,507+5.3% |
| Admin fee / account holder | $995 | $16,786-94.1% | $14,329-93.1% | $12,624-92.1% |