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 | $38,235 | $202,318-81.1% | $172,739-77.9% | $152,861-75.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.41% | 1029.65%-1002.2pp | 802.84%-775.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,432 | $5,856-75.5% | $5,143-72.1% | $4,762-69.9% |
| Participant deferral / active EE | $2,887 | $5,948-51.5% | $5,198-44.5% | $5,850-50.7% |
| Admin fee / account holder | $651 | $17,109-96.2% | $13,954-95.3% | $11,596-94.4% |