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 | $100,240 | $171,865-41.7% | $149,718-33.0% | $147,584-32.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.26% | 2113.22%-2102.0pp | 1501.63%-1490.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,740 | $6,275-56.3% | $5,445-49.7% | $4,876-43.8% |
| Participant deferral / active EE | $8,089 | $7,271+11.3% | $6,569+23.1% | $5,439+48.7% |
| Admin fee / account holder | $11,847 | $13,799-14.1% | $11,283+5.0% | $10,885+8.8% |