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 | $68,217 | $202,318-66.3% | $172,739-60.5% | $152,861-55.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.09% | 1029.65%-1002.6pp | 802.84%-775.8pp | 345.32%-318.2pp |
| Employer contribution / active EE | $7,678 | $5,856+31.1% | $5,143+49.3% | $4,762+61.2% |
| Participant deferral / active EE | $3,841 | $5,948-35.4% | $5,198-26.1% | $5,850-34.4% |
| Admin fee / account holder | $3,584 | $17,109-79.1% | $13,954-74.3% | $11,596-69.1% |