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 | $31,547 | $202,318-84.4% | $172,739-81.7% | $152,861-79.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.09% | 1029.65%-1012.6pp | 802.84%-785.8pp | 345.32%-328.2pp |
| Employer contribution / active EE | $6,146 | $5,856+4.9% | $5,143+19.5% | $4,762+29.1% |
| Participant deferral / active EE | $7,711 | $5,948+29.6% | $5,198+48.4% | $5,850+31.8% |
| Admin fee / account holder | $1,085 | $17,109-93.7% | $13,954-92.2% | $11,596-90.6% |