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 | $147,639 | $202,318-27.0% | $172,739-14.5% | $152,861-3.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 20.28% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,675 | $5,856-54.3% | $5,143-48.0% | $4,762-43.8% |
| Participant deferral / active EE | $5,069 | $5,948-14.8% | $5,198-2.5% | $5,850-13.4% |
| Admin fee / account holder | $4,475 | $17,109-73.8% | $13,954-67.9% | $11,596-61.4% |