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 | $104,303 | $72,071+44.7% | $68,368+52.6% | $137,256-24.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 80.48% | 353.14%-272.7pp | 292.57%-212.1pp | 220.34%-139.9pp |
| Employer contribution / active EE | $676 | $2,788-75.7% | $2,649-74.5% | $4,156-83.7% |
| Participant deferral / active EE | $8,114 | $4,410+84.0% | $4,123+96.8% | $6,407+26.6% |
| Admin fee / account holder | $602 | $5,336-88.7% | $5,150-88.3% | $12,270-95.1% |