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 | $36,996 | $171,865-78.5% | $149,718-75.3% | $147,584-74.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.17% | 2113.22%-2091.0pp | 1501.63%-1479.5pp | 578.55%-556.4pp |
| Employer contribution / active EE | $5,222 | $6,275-16.8% | $5,445-4.1% | $4,876+7.1% |
| Participant deferral / active EE | $9,003 | $7,271+23.8% | $6,569+37.0% | $5,439+65.5% |
| Admin fee / account holder | $1,230 | $13,799-91.1% | $11,283-89.1% | $10,885-88.7% |