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 | $129,980 | $202,318-35.8% | $172,739-24.8% | $152,861-15.0% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 22.90% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,542 | $5,856-39.5% | $5,143-31.1% | $4,762-25.6% |
| Participant deferral / active EE | $6,353 | $5,948+6.8% | $5,198+22.2% | $5,850+8.6% |
| Admin fee / account holder | $1,200 | $17,109-93.0% | $13,954-91.4% | $11,596-89.7% |