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 | $90,118 | $202,318-55.5% | $172,739-47.8% | $152,861-41.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.40% | 1029.65%-1006.3pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,210 | $5,856-62.3% | $5,143-57.0% | $4,762-53.6% |
| Participant deferral / active EE | $4,678 | $5,948-21.4% | $5,198-10.0% | $5,850-20.0% |
| Admin fee / account holder | $2,078 | $17,109-87.9% | $13,954-85.1% | $11,596-82.1% |