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 | $168,296 | $202,318-16.8% | $172,739-2.6% | $152,861+10.1% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 23.06% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $6,784 | $5,856+15.9% | $5,143+31.9% | $4,762+42.5% |
| Participant deferral / active EE | $7,524 | $5,948+26.5% | $5,198+44.8% | $5,850+28.6% |
| Admin fee / account holder | $616 | $17,109-96.4% | $13,954-95.6% | $11,596-94.7% |