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 | $69,992 | $88,751-21.1% | $81,812-14.4% | $145,922-52.0% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.3%+20.5pp | 80.3%+12.6pp |
| Annual return | 20.47% | 1025.40%-1004.9pp | 773.79%-753.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,806 | $3,083-9.0% | $2,912-3.6% | $4,660-39.8% |
| Participant deferral / active EE | $5,358 | $4,643+15.4% | $4,319+24.1% | $6,688-19.9% |
| Admin fee / account holder | $673 | $8,415-92.0% | $7,386-90.9% | $13,397-95.0% |