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 | $60,071 | $159,934-62.4% | $147,005-59.1% | $145,959-58.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 32.53% | 98.24%-65.7pp | 418.76%-386.2pp | 561.95%-529.4pp |
| Employer contribution / active EE | $7,293 | $5,287+37.9% | $4,934+47.8% | $4,661+56.5% |
| Participant deferral / active EE | $13,196 | $8,427+56.6% | $8,070+63.5% | $6,689+97.3% |
| Admin fee / account holder | $33,678 | $15,053+123.7% | $13,006+158.9% | $13,398+151.4% |