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 | $98,143 | $202,318-51.5% | $172,739-43.2% | $152,861-35.8% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 26.11% | 1029.65%-1003.5pp | 802.84%-776.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $8,235 | $5,856+40.6% | $5,143+60.1% | $4,762+72.9% |
| Participant deferral / active EE | $5,286 | $5,948-11.1% | $5,198+1.7% | $5,850-9.6% |
| Admin fee / account holder | $526 | $17,109-96.9% | $13,954-96.2% | $11,596-95.5% |