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 | $67,810 | $202,318-66.5% | $172,739-60.7% | $152,861-55.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.80% | 1029.65%-998.8pp | 802.84%-772.0pp | 345.32%-314.5pp |
| Employer contribution / active EE | $4,276 | $5,856-27.0% | $5,143-16.9% | $4,762-10.2% |
| Participant deferral / active EE | $7,135 | $5,948+20.0% | $5,198+37.3% | $5,850+22.0% |
| Admin fee / account holder | $3,306 | $17,109-80.7% | $13,954-76.3% | $11,596-71.5% |