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 | $59,695 | $202,318-70.5% | $172,739-65.4% | $152,861-60.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.56% | 1029.65%-1015.1pp | 802.84%-788.3pp | 345.32%-330.8pp |
| Employer contribution / active EE | $3,959 | $5,856-32.4% | $5,143-23.0% | $4,762-16.9% |
| Participant deferral / active EE | $2,547 | $5,948-57.2% | $5,198-51.0% | $5,850-56.5% |
| Admin fee / account holder | $4,184 | $17,109-75.5% | $13,954-70.0% | $11,596-63.9% |