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 | $71,672 | $202,318-64.6% | $172,739-58.5% | $152,861-53.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.90% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $9,506 | $5,856+62.3% | $5,143+84.8% | $4,762+99.6% |
| Participant deferral / active EE | $4,687 | $5,948-21.2% | $5,198-9.8% | $5,850-19.9% |
| Admin fee / account holder | $4,761 | $17,109-72.2% | $13,954-65.9% | $11,596-58.9% |