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 8-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 | $70,266 | $202,318-65.3% | $172,739-59.3% | $152,861-54.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.17% | 1029.65%-1016.5pp | 802.84%-789.7pp | 345.32%-332.2pp |
| Employer contribution / active EE | $11,992 | $5,856+104.8% | $5,143+133.2% | $4,762+151.8% |
| Participant deferral / active EE | $12,145 | $5,948+104.2% | $5,198+133.7% | $5,850+107.6% |
| Admin fee / account holder | $312 | $17,109-98.2% | $13,954-97.8% | $11,596-97.3% |