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 | $94,675 | $138,044-31.4% | $125,339-24.5% | $134,475-29.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 15.36% | 750.33%-735.0pp | 572.05%-556.7pp | 417.96%-402.6pp |
| Employer contribution / active EE | $8,356 | $5,243+59.4% | $4,814+73.6% | $4,740+76.3% |
| Participant deferral / active EE | $8,347 | $7,799+7.0% | $7,446+12.1% | $6,400+30.4% |
| Admin fee / account holder | $7,459 | $11,571-35.5% | $10,010-25.5% | $11,426-34.7% |