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 | $123,724 | $202,318-38.8% | $172,739-28.4% | $152,861-19.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 27.17% | 1029.65%-1002.5pp | 802.84%-775.7pp | 345.32%-318.1pp |
| Employer contribution / active EE | $10,270 | $5,856+75.4% | $5,143+99.7% | $4,762+115.7% |
| Participant deferral / active EE | $6,287 | $5,948+5.7% | $5,198+21.0% | $5,850+7.5% |
| Admin fee / account holder | $2,336 | $17,109-86.3% | $13,954-83.3% | $11,596-79.9% |