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 | $77,702 | $202,318-61.6% | $172,739-55.0% | $152,861-49.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.99% | 1029.65%-1012.7pp | 802.84%-785.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,974 | $5,856-66.3% | $5,143-61.6% | $4,762-58.5% |
| Participant deferral / active EE | $4,686 | $5,948-21.2% | $5,198-9.8% | $5,850-19.9% |
| Admin fee / account holder | $1,124 | $17,109-93.4% | $13,954-91.9% | $11,596-90.3% |