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 | $61,440 | $171,865-64.3% | $149,718-59.0% | $147,584-58.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.69% | 2113.22%-2097.5pp | 1501.63%-1485.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $5,969 | $6,275-4.9% | $5,445+9.6% | $4,876+22.4% |
| Participant deferral / active EE | $9,909 | $7,271+36.3% | $6,569+50.8% | $5,439+82.2% |
| Admin fee / account holder | $325 | $13,799-97.6% | $11,283-97.1% | $10,885-97.0% |