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 | $150,944 | $202,318-25.4% | $172,739-12.6% | $152,861-1.3% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.4%+13.4pp |
| Annual return | 21.18% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.1pp |
| Employer contribution / active EE | $7,804 | $5,856+33.3% | $5,143+51.7% | $4,762+63.9% |
| Participant deferral / active EE | $4,037 | $5,948-32.1% | $5,198-22.3% | $5,850-31.0% |
| Admin fee / account holder | $7,698 | $17,109-55.0% | $13,954-44.8% | $11,596-33.6% |