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 | $208,836 | $171,865+21.5% | $149,718+39.5% | $147,584+41.5% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 16.98% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,664 | $6,275-57.5% | $5,445-51.1% | $4,876-45.4% |
| Participant deferral / active EE | $4,002 | $7,271-45.0% | $6,569-39.1% | $5,439-26.4% |
| Admin fee / account holder | $855 | $13,799-93.8% | $11,283-92.4% | $10,885-92.1% |