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 | $113,903 | $160,055-28.8% | $140,016-18.6% | $135,375-15.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.23% | 911.38%-910.1pp | 651.12%-649.9pp | 519.73%-518.5pp |
| Employer contribution / active EE | $11,142 | $6,420+73.6% | $5,606+98.8% | $4,779+133.2% |
| Participant deferral / active EE | $13,029 | $7,642+70.5% | $6,927+88.1% | $5,609+132.3% |
| Admin fee / account holder | $40,890 | $13,328+206.8% | $10,705+282.0% | $10,827+277.7% |