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 | $95,361 | $202,318-52.9% | $172,739-44.8% | $152,861-37.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.18% | 1029.65%-1013.5pp | 802.84%-786.7pp | 345.32%-329.1pp |
| Employer contribution / active EE | $9,202 | $5,856+57.1% | $5,143+78.9% | $4,762+93.2% |
| Participant deferral / active EE | $5,493 | $5,948-7.6% | $5,198+5.7% | $5,850-6.1% |
| Admin fee / account holder | $1,473 | $17,109-91.4% | $13,954-89.4% | $11,596-87.3% |