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 | $79,147 | $159,901-50.5% | $146,958-46.1% | $145,922-45.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 111.54% | 98.13%+13.4pp | 418.34%-306.8pp | 561.29%-449.7pp |
| Employer contribution / active EE | $7,005 | $5,286+32.5% | $4,933+42.0% | $4,660+50.3% |
| Participant deferral / active EE | $27,132 | $8,428+221.9% | $8,070+236.2% | $6,688+305.7% |
| Admin fee / account holder | $31,641 | $15,044+110.3% | $12,998+143.4% | $13,397+136.2% |