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 | $129,742 | $202,318-35.9% | $172,739-24.9% | $152,861-15.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.57% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,264 | $5,856-44.3% | $5,143-36.5% | $4,762-31.5% |
| Participant deferral / active EE | $7,396 | $5,948+24.3% | $5,198+42.3% | $5,850+26.4% |
| Admin fee / account holder | $4,114 | $17,109-76.0% | $13,954-70.5% | $11,596-64.5% |