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 | $211,053 | $202,318+4.3% | $172,739+22.2% | $152,861+38.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 13.03% | 1029.65%-1016.6pp | 802.84%-789.8pp | 345.32%-332.3pp |
| Employer contribution / active EE | $3,219 | $5,856-45.0% | $5,143-37.4% | $4,762-32.4% |
| Participant deferral / active EE | $5,808 | $5,948-2.4% | $5,198+11.7% | $5,850-0.7% |
| Admin fee / account holder | $16,257 | $17,109-5.0% | $13,954+16.5% | $11,596+40.2% |