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 | $85,305 | $159,901-46.7% | $146,958-42.0% | $145,922-41.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.85% | 98.13%-64.3pp | 418.34%-384.5pp | 561.29%-527.4pp |
| Employer contribution / active EE | $3,468 | $5,286-34.4% | $4,933-29.7% | $4,660-25.6% |
| Participant deferral / active EE | $10,540 | $8,428+25.1% | $8,070+30.6% | $6,688+57.6% |
| Admin fee / account holder | $35,447 | $15,044+135.6% | $12,998+172.7% | $13,397+164.6% |