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 | $116,553 | $209,832-44.5% | $189,513-38.5% | $167,490-30.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.05% | 748.27%-728.2pp | 555.15%-535.1pp | 478.56%-458.5pp |
| Employer contribution / active EE | $8,015 | $6,914+15.9% | $6,162+30.1% | $4,837+65.7% |
| Participant deferral / active EE | $10,833 | $8,935+21.2% | $8,221+31.8% | $6,341+70.8% |
| Admin fee / account holder | $3,175 | $14,293-77.8% | $12,045-73.6% | $12,309-74.2% |