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 | $139,681 | $202,318-31.0% | $172,739-19.1% | $152,861-8.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 16.07% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.2pp |
| Employer contribution / active EE | $9,040 | $5,856+54.4% | $5,143+75.8% | $4,762+89.8% |
| Participant deferral / active EE | $5,033 | $5,948-15.4% | $5,198-3.2% | $5,850-14.0% |
| Admin fee / account holder | $10,014 | $17,109-41.5% | $13,954-28.2% | $11,596-13.6% |