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 3-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 | $68,972 | $159,602-56.8% | $150,045-54.0% | $142,382-51.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 651.30% | 70.24%+581.1pp | 62.55%+588.8pp | 217.08%+434.2pp |
| Employer contribution / active EE | $4,763 | $4,961-4.0% | $4,693+1.5% | $4,299+10.8% |
| Participant deferral / active EE | $8,133 | $8,310-2.1% | $7,997+1.7% | $6,507+25.0% |
| Admin fee / account holder | $328 | $14,846-97.8% | $13,435-97.6% | $12,624-97.4% |