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 | $150,173 | $202,318-25.8% | $172,739-13.1% | $152,861-1.8% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 23.16% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,709 | $5,856-36.7% | $5,143-27.9% | $4,762-22.1% |
| Participant deferral / active EE | $10,832 | $5,948+82.1% | $5,198+108.4% | $5,850+85.2% |
| Admin fee / account holder | $796 | $17,109-95.3% | $13,954-94.3% | $11,596-93.1% |