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 | $62,999 | $202,318-68.9% | $172,739-63.5% | $152,861-58.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.76% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,359 | $5,856-42.6% | $5,143-34.7% | $4,762-29.5% |
| Participant deferral / active EE | $6,572 | $5,948+10.5% | $5,198+26.4% | $5,850+12.3% |
| Admin fee / account holder | $3,954 | $17,109-76.9% | $13,954-71.7% | $11,596-65.9% |