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 | $186,446 | $202,318-7.8% | $172,739+7.9% | $152,861+22.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.97% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $3,236 | $5,856-44.7% | $5,143-37.1% | $4,762-32.0% |
| Participant deferral / active EE | $3,267 | $5,948-45.1% | $5,198-37.2% | $5,850-44.2% |
| Admin fee / account holder | $1,235 | $17,109-92.8% | $13,954-91.1% | $11,596-89.4% |