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 | $59,915 | $202,318-70.4% | $172,739-65.3% | $152,861-60.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.87% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,728 | $5,856-36.3% | $5,143-27.5% | $4,762-21.7% |
| Participant deferral / active EE | $6,228 | $5,948+4.7% | $5,198+19.8% | $5,850+6.5% |
| Admin fee / account holder | $4,458 | $17,109-73.9% | $13,954-68.1% | $11,596-61.6% |