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 | $131,877 | $202,318-34.8% | $172,739-23.7% | $152,861-13.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.48% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,617 | $5,856-72.4% | $5,143-68.6% | $4,762-66.0% |
| Participant deferral / active EE | $13,010 | $5,948+118.7% | $5,198+150.3% | $5,850+122.4% |
| Admin fee / account holder | $1,282 | $17,109-92.5% | $13,954-90.8% | $11,596-88.9% |