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 | $111,879 | $100,852+10.9% | $90,404+23.8% | $158,922-29.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 15.91% | 1724.20%-1708.3pp | 1293.02%-1277.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,962 | $3,689-46.8% | $3,262-39.8% | $4,761-58.8% |
| Participant deferral / active EE | $6,328 | $4,348+45.5% | $3,963+59.7% | $5,982+5.8% |
| Admin fee / account holder | $407 | $6,501-93.7% | $5,611-92.7% | $11,246-96.4% |