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 10-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 | $82,576 | $202,318-59.2% | $172,739-52.2% | $152,861-46.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.03% | 1029.65%-1002.6pp | 802.84%-775.8pp | 345.32%-318.3pp |
| Employer contribution / active EE | $2,298 | $5,856-60.8% | $5,143-55.3% | $4,762-51.7% |
| Participant deferral / active EE | $7,192 | $5,948+20.9% | $5,198+38.4% | $5,850+22.9% |
| Admin fee / account holder | $7,945 | $17,109-53.6% | $13,954-43.1% | $11,596-31.5% |