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 | $171,671 | $138,044+24.4% | $125,339+37.0% | $134,475+27.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.52% | 750.33%-746.8pp | 572.05%-568.5pp | 417.96%-414.4pp |
| Employer contribution / active EE | $3,804 | $5,243-27.4% | $4,814-21.0% | $4,740-19.7% |
| Participant deferral / active EE | $10,872 | $7,799+39.4% | $7,446+46.0% | $6,400+69.9% |
| Admin fee / account holder | $495 | $11,571-95.7% | $10,010-95.1% | $11,426-95.7% |