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 | $135,238 | $202,318-33.2% | $172,739-21.7% | $152,861-11.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.40% | 1029.65%-1005.3pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,990 | $5,856-48.9% | $5,143-41.9% | $4,762-37.2% |
| Participant deferral / active EE | $5,420 | $5,948-8.9% | $5,198+4.3% | $5,850-7.3% |
| Admin fee / account holder | $25,217 | $17,109+47.4% | $13,954+80.7% | $11,596+117.5% |