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 | $160,907 | $202,318-20.5% | $172,739-6.8% | $152,861+5.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 23.33% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,215 | $5,856-62.2% | $5,143-56.9% | $4,762-53.5% |
| Participant deferral / active EE | $9,609 | $5,948+61.5% | $5,198+84.9% | $5,850+64.2% |
| Admin fee / account holder | $333 | $17,109-98.1% | $13,954-97.6% | $11,596-97.1% |