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 | $198,517 | $202,318-1.9% | $172,739+14.9% | $152,861+29.9% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 22.48% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $4,329 | $5,856-26.1% | $5,143-15.8% | $4,762-9.1% |
| Participant deferral / active EE | $3,035 | $5,948-49.0% | $5,198-41.6% | $5,850-48.1% |
| Admin fee / account holder | $3,238 | $17,109-81.1% | $13,954-76.8% | $11,596-72.1% |