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 | $125,432 | $171,865-27.0% | $149,718-16.2% | $147,584-15.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.28% | 2113.22%-2093.9pp | 1501.63%-1482.3pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,693 | $6,275-57.1% | $5,445-50.5% | $4,876-44.8% |
| Participant deferral / active EE | $7,175 | $7,271-1.3% | $6,569+9.2% | $5,439+31.9% |
| Admin fee / account holder | $841 | $13,799-93.9% | $11,283-92.6% | $10,885-92.3% |