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 | $131,544 | $202,318-35.0% | $172,739-23.8% | $152,861-13.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 16.31% | 1029.65%-1013.3pp | 802.84%-786.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,102 | $5,856-64.1% | $5,143-59.1% | $4,762-55.9% |
| Participant deferral / active EE | $8,356 | $5,948+40.5% | $5,198+60.8% | $5,850+42.8% |
| Admin fee / account holder | $1,079 | $17,109-93.7% | $13,954-92.3% | $11,596-90.7% |