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 | $140,361 | $202,318-30.6% | $172,739-18.7% | $152,861-8.2% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 24.29% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,911 | $5,856-50.3% | $5,143-43.4% | $4,762-38.9% |
| Participant deferral / active EE | $6,822 | $5,948+14.7% | $5,198+31.3% | $5,850+16.6% |
| Admin fee / account holder | $1,279 | $17,109-92.5% | $13,954-90.8% | $11,596-89.0% |