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 | $69,716 | $160,055-56.4% | $140,016-50.2% | $135,375-48.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 23.01% | 911.38%-888.4pp | 651.12%-628.1pp | 519.73%-496.7pp |
| Employer contribution / active EE | $3,223 | $6,420-49.8% | $5,606-42.5% | $4,779-32.6% |
| Participant deferral / active EE | $11,115 | $7,642+45.4% | $6,927+60.4% | $5,609+98.2% |
| Admin fee / account holder | $639 | $13,328-95.2% | $10,705-94.0% | $10,827-94.1% |