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 | $122,765 | $202,318-39.3% | $172,739-28.9% | $152,861-19.7% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 18.20% | 1029.65%-1011.5pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,474 | $5,856-40.7% | $5,143-32.5% | $4,762-27.1% |
| Participant deferral / active EE | $2,912 | $5,948-51.0% | $5,198-44.0% | $5,850-50.2% |
| Admin fee / account holder | $12,429 | $17,109-27.4% | $13,954-10.9% | $11,596+7.2% |