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 | $108,230 | $209,832-48.4% | $189,513-42.9% | $167,490-35.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.34% | 748.27%-736.9pp | 555.15%-543.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $8,865 | $6,914+28.2% | $6,162+43.9% | $4,837+83.3% |
| Participant deferral / active EE | $5,270 | $8,935-41.0% | $8,221-35.9% | $6,341-16.9% |
| Admin fee / account holder | $1,017 | $14,293-92.9% | $12,045-91.6% | $12,309-91.7% |