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 | $168,604 | $202,318-16.7% | $172,739-2.4% | $152,861+10.3% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 26.78% | 1029.65%-1002.9pp | 802.84%-776.1pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,630 | $5,856-72.2% | $5,143-68.3% | $4,762-65.8% |
| Participant deferral / active EE | $3,128 | $5,948-47.4% | $5,198-39.8% | $5,850-46.5% |
| Admin fee / account holder | $1,943 | $17,109-88.6% | $13,954-86.1% | $11,596-83.2% |