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 | $177,449 | $202,318-12.3% | $172,739+2.7% | $152,861+16.1% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 22.97% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,283 | $5,856-26.9% | $5,143-16.7% | $4,762-10.1% |
| Participant deferral / active EE | $10,154 | $5,948+70.7% | $5,198+95.4% | $5,850+73.6% |
| Admin fee / account holder | $3,412 | $17,109-80.1% | $13,954-75.5% | $11,596-70.6% |