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 | $64,049 | $202,318-68.3% | $172,739-62.9% | $152,861-58.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.97% | 1029.65%-1015.7pp | 802.84%-788.9pp | 345.32%-331.3pp |
| Employer contribution / active EE | $5,294 | $5,856-9.6% | $5,143+2.9% | $4,762+11.2% |
| Participant deferral / active EE | $3,219 | $5,948-45.9% | $5,198-38.1% | $5,850-45.0% |
| Admin fee / account holder | $28,823 | $17,109+68.5% | $13,954+106.6% | $11,596+148.5% |