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 | $115,207 | $202,318-43.1% | $172,739-33.3% | $152,861-24.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 24.37% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,190 | $5,856-45.5% | $5,143-38.0% | $4,762-33.0% |
| Participant deferral / active EE | $7,709 | $5,948+29.6% | $5,198+48.3% | $5,850+31.8% |
| Admin fee / account holder | $664 | $17,109-96.1% | $13,954-95.2% | $11,596-94.3% |