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 | $51,492 | $209,411-75.4% | $178,490-71.2% | $158,922-67.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 37.74% | 188.75%-151.0pp | 151.07%-113.3pp | 302.83%-265.1pp |
| Employer contribution / active EE | $12,972 | $5,706+127.3% | $5,011+158.9% | $4,761+172.4% |
| Participant deferral / active EE | $7,199 | $5,954+20.9% | $5,202+38.4% | $5,982+20.3% |
| Admin fee / account holder | $843 | $17,074-95.1% | $13,984-94.0% | $11,246-92.5% |