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 | $54,306 | $81,460-33.3% | $103,333-47.4% | $80,856-32.8% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.6%+28.9pp |
| Annual return | 473.52% | 25.55%+448.0pp | 24.88%+448.6pp | 35.59%+437.9pp |
| Employer contribution / active EE | $6,586 | $3,105+112.1% | $3,868+70.3% | $2,755+139.1% |
| Participant deferral / active EE | $6,653 | $3,869+72.0% | $5,057+31.5% | $4,296+54.9% |
| Admin fee / account holder | $17,634 | $6,566+168.5% | $8,355+111.1% | $6,918+154.9% |