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 | $117,994 | $202,318-41.7% | $172,739-31.7% | $152,861-22.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.43% | 1029.65%-1000.2pp | 802.84%-773.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $4,870 | $5,856-16.8% | $5,143-5.3% | $4,762+2.3% |
| Participant deferral / active EE | $8,877 | $5,948+49.2% | $5,198+70.8% | $5,850+51.7% |
| Admin fee / account holder | $7,271 | $17,109-57.5% | $13,954-47.9% | $11,596-37.3% |