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 4-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 | $162,718 | $148,534+9.5% | $135,903+19.7% | $139,434+16.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 1236.71% | 79.19%+1157.5pp | 68.23%+1168.5pp | 372.94%+863.8pp |
| Employer contribution / active EE | $2,482 | $5,243-52.7% | $4,856-48.9% | $4,751-47.8% |
| Participant deferral / active EE | $11,506 | $8,100+42.0% | $7,758+48.3% | $6,710+71.5% |
| Admin fee / account holder | $1,477 | $12,400-88.1% | $10,762-86.3% | $11,403-87.1% |