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 | $132,695 | $209,832-36.8% | $189,513-30.0% | $167,490-20.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.33% | 748.27%-730.9pp | 555.15%-537.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $5,309 | $6,914-23.2% | $6,162-13.8% | $4,837+9.8% |
| Participant deferral / active EE | $3,565 | $8,935-60.1% | $8,221-56.6% | $6,341-43.8% |
| Admin fee / account holder | $4,720 | $14,293-67.0% | $12,045-60.8% | $12,309-61.7% |