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 | $60,719 | $202,318-70.0% | $172,739-64.8% | $152,861-60.3% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 25.29% | 1029.65%-1004.4pp | 802.84%-777.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $4,228 | $5,856-27.8% | $5,143-17.8% | $4,762-11.2% |
| Participant deferral / active EE | $8,762 | $5,948+47.3% | $5,198+68.6% | $5,850+49.8% |
| Admin fee / account holder | $2,446 | $17,109-85.7% | $13,954-82.5% | $11,596-78.9% |