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 | $109,750 | $171,865-36.1% | $149,718-26.7% | $147,584-25.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.98% | 2113.22%-2098.2pp | 1501.63%-1486.6pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,096 | $6,275-66.6% | $5,445-61.5% | $4,876-57.0% |
| Participant deferral / active EE | $5,125 | $7,271-29.5% | $6,569-22.0% | $5,439-5.8% |
| Admin fee / account holder | $418 | $13,799-97.0% | $11,283-96.3% | $10,885-96.2% |