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 | $32,114 | $202,318-84.1% | $172,739-81.4% | $152,861-79.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.07% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,847 | $5,856-51.4% | $5,143-44.6% | $4,762-40.2% |
| Participant deferral / active EE | $7,229 | $5,948+21.5% | $5,198+39.1% | $5,850+23.6% |
| Admin fee / account holder | $4,776 | $17,109-72.1% | $13,954-65.8% | $11,596-58.8% |