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 9-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 | $154,514 | $202,318-23.6% | $172,739-10.6% | $152,861+1.1% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 24.80% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $12,081 | $5,856+106.3% | $5,143+134.9% | $4,762+153.7% |
| Participant deferral / active EE | $5,821 | $5,948-2.1% | $5,198+12.0% | $5,850-0.5% |
| Admin fee / account holder | $1,523 | $17,109-91.1% | $13,954-89.1% | $11,596-86.9% |