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 | $189,579 | $202,318-6.3% | $172,739+9.7% | $152,861+24.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 14.82% | 1029.65%-1014.8pp | 802.84%-788.0pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,691 | $5,856-71.1% | $5,143-67.1% | $4,762-64.5% |
| Participant deferral / active EE | $4,657 | $5,948-21.7% | $5,198-10.4% | $5,850-20.4% |
| Admin fee / account holder | $32,676 | $17,109+91.0% | $13,954+134.2% | $11,596+181.8% |