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 | $122,642 | $202,318-39.4% | $172,739-29.0% | $152,861-19.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.79% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $9,708 | $5,856+65.8% | $5,143+88.8% | $4,762+103.8% |
| Participant deferral / active EE | $2,372 | $5,948-60.1% | $5,198-54.4% | $5,850-59.5% |
| Admin fee / account holder | $3,089 | $17,109-81.9% | $13,954-77.9% | $11,596-73.4% |