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 | $55,362 | $176,056-68.6% | $159,436-65.3% | $167,490-66.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 257.90% | 331.75%-73.9pp | 263.57%-5.7pp | 478.56%-220.7pp |
| Employer contribution / active EE | $1,613 | $5,297-69.6% | $4,829-66.6% | $4,837-66.7% |
| Participant deferral / active EE | $9,167 | $7,750+18.3% | $7,352+24.7% | $6,341+44.6% |
| Admin fee / account holder | $667 | $12,554-94.7% | $10,799-93.8% | $12,309-94.6% |