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 | $54,947 | $202,318-72.8% | $172,739-68.2% | $152,861-64.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.80% | 1029.65%-1013.9pp | 802.84%-787.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,461 | $5,856-58.0% | $5,143-52.1% | $4,762-48.3% |
| Participant deferral / active EE | $10,803 | $5,948+81.6% | $5,198+107.9% | $5,850+84.7% |
| Admin fee / account holder | $428 | $17,109-97.5% | $13,954-96.9% | $11,596-96.3% |