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 | $71,974 | $202,318-64.4% | $172,739-58.3% | $152,861-52.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 29.86% | 1029.65%-999.8pp | 802.84%-773.0pp | 345.32%-315.5pp |
| Employer contribution / active EE | $5,147 | $5,856-12.1% | $5,143+0.1% | $4,762+8.1% |
| Participant deferral / active EE | $8,768 | $5,948+47.4% | $5,198+68.7% | $5,850+49.9% |
| Admin fee / account holder | $10,422 | $17,109-39.1% | $13,954-25.3% | $11,596-10.1% |