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 | $114,582 | $202,318-43.4% | $172,739-33.7% | $152,861-25.0% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 35.64% | 1029.65%-994.0pp | 802.84%-767.2pp | 345.32%-309.7pp |
| Employer contribution / active EE | $1,939 | $5,856-66.9% | $5,143-62.3% | $4,762-59.3% |
| Participant deferral / active EE | $5,041 | $5,948-15.3% | $5,198-3.0% | $5,850-13.8% |
| Admin fee / account holder | $23,270 | $17,109+36.0% | $13,954+66.8% | $11,596+100.7% |