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 | $141,632 | $202,318-30.0% | $172,739-18.0% | $152,861-7.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.73% | 1029.65%-1014.9pp | 802.84%-788.1pp | 345.32%-330.6pp |
| Employer contribution / active EE | $5,651 | $5,856-3.5% | $5,143+9.9% | $4,762+18.7% |
| Participant deferral / active EE | $4,754 | $5,948-20.1% | $5,198-8.5% | $5,850-18.7% |
| Admin fee / account holder | $1,352 | $17,109-92.1% | $13,954-90.3% | $11,596-88.3% |