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 | $61,633 | $88,751-30.6% | $81,812-24.7% | $145,922-57.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.75% | 1025.40%-1009.7pp | 773.79%-758.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $5,070 | $3,083+64.4% | $2,912+74.1% | $4,660+8.8% |
| Participant deferral / active EE | $6,562 | $4,643+41.3% | $4,319+52.0% | $6,688-1.9% |
| Admin fee / account holder | $15,948 | $8,415+89.5% | $7,386+115.9% | $13,397+19.0% |