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 | $45,705 | $138,044-66.9% | $125,339-63.5% | $134,475-66.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 4.81% | 750.33%-745.5pp | 572.05%-567.2pp | 417.96%-413.2pp |
| Employer contribution / active EE | $4,418 | $5,243-15.7% | $4,814-8.2% | $4,740-6.8% |
| Participant deferral / active EE | $16,485 | $7,799+111.4% | $7,446+121.4% | $6,400+157.6% |
| Admin fee / account holder | $321 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |