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 | $125,719 | $202,318-37.9% | $172,739-27.2% | $152,861-17.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 27.27% | 1029.65%-1002.4pp | 802.84%-775.6pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,279 | $5,856-78.2% | $5,143-75.1% | $4,762-73.1% |
| Participant deferral / active EE | $7,549 | $5,948+26.9% | $5,198+45.2% | $5,850+29.0% |
| Admin fee / account holder | $14,516 | $17,109-15.2% | $13,954+4.0% | $11,596+25.2% |