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 | $188,475 | $202,318-6.8% | $172,739+9.1% | $152,861+23.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 23.29% | 1029.65%-1006.4pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,354 | $5,856-76.9% | $5,143-73.7% | $4,762-71.6% |
| Participant deferral / active EE | $7,288 | $5,948+22.5% | $5,198+40.2% | $5,850+24.6% |
| Admin fee / account holder | $1,791 | $17,109-89.5% | $13,954-87.2% | $11,596-84.6% |