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 | $66,801 | $135,952-50.9% | $123,892-46.1% | $273,961-75.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 551.35% | 56.63%+494.7pp | 47.52%+503.8pp | 41.45%+509.9pp |
| Employer contribution / active EE | $10,265 | $5,170+98.6% | $4,617+122.3% | $4,869+110.8% |
| Participant deferral / active EE | $9,078 | $6,343+43.1% | $5,984+51.7% | $5,287+71.7% |
| Admin fee / account holder | $10,011 | $9,817+2.0% | $8,357+19.8% | $10,132-1.2% |