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 | $88,067 | $202,318-56.5% | $172,739-49.0% | $152,861-42.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.68% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $11,902 | $5,856+103.2% | $5,143+131.4% | $4,762+149.9% |
| Participant deferral / active EE | $10,140 | $5,948+70.5% | $5,198+95.1% | $5,850+73.3% |
| Admin fee / account holder | $3,513 | $17,109-79.5% | $13,954-74.8% | $11,596-69.7% |