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 | $91,958 | $202,318-54.5% | $172,739-46.8% | $152,861-39.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.53% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $5,934 | $5,856+1.3% | $5,143+15.4% | $4,762+24.6% |
| Participant deferral / active EE | $5,839 | $5,948-1.8% | $5,198+12.3% | $5,850-0.2% |
| Admin fee / account holder | $6,007 | $17,109-64.9% | $13,954-57.0% | $11,596-48.2% |