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 | $117,172 | $148,534-21.1% | $135,903-13.8% | $139,434-16.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 721.30% | 79.19%+642.1pp | 68.23%+653.1pp | 372.94%+348.4pp |
| Employer contribution / active EE | $5,109 | $5,243-2.6% | $4,856+5.2% | $4,751+7.5% |
| Participant deferral / active EE | $14,329 | $8,100+76.9% | $7,758+84.7% | $6,710+113.5% |
| Admin fee / account holder | $341 | $12,400-97.2% | $10,762-96.8% | $11,403-97.0% |