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 | $86,931 | $202,318-57.0% | $172,739-49.7% | $152,861-43.1% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 29.03% | 1029.65%-1000.6pp | 802.84%-773.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $13,068 | $5,856+123.1% | $5,143+154.1% | $4,762+174.4% |
| Participant deferral / active EE | $9,303 | $5,948+56.4% | $5,198+79.0% | $5,850+59.0% |
| Admin fee / account holder | $995 | $17,109-94.2% | $13,954-92.9% | $11,596-91.4% |