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 | $104,065 | $202,318-48.6% | $172,739-39.8% | $152,861-31.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.79% | 1029.65%-1015.9pp | 802.84%-789.0pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,539 | $5,856-56.6% | $5,143-50.6% | $4,762-46.7% |
| Participant deferral / active EE | $6,023 | $5,948+1.3% | $5,198+15.9% | $5,850+3.0% |
| Admin fee / account holder | $920 | $17,109-94.6% | $13,954-93.4% | $11,596-92.1% |