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 | $119,939 | $202,318-40.7% | $172,739-30.6% | $152,861-21.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.90% | 1029.65%-1007.8pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $5,221 | $5,856-10.9% | $5,143+1.5% | $4,762+9.6% |
| Participant deferral / active EE | $10,788 | $5,948+81.4% | $5,198+107.5% | $5,850+84.4% |
| Admin fee / account holder | $963 | $17,109-94.4% | $13,954-93.1% | $11,596-91.7% |