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 | $131,991 | $202,318-34.8% | $172,739-23.6% | $152,861-13.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.63% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $4,733 | $5,856-19.2% | $5,143-8.0% | $4,762-0.6% |
| Participant deferral / active EE | $16,839 | $5,948+183.1% | $5,198+224.0% | $5,850+187.8% |
| Admin fee / account holder | $2,530 | $17,109-85.2% | $13,954-81.9% | $11,596-78.2% |