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 | $78,353 | $202,318-61.3% | $172,739-54.6% | $152,861-48.7% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.4%+13.2pp |
| Annual return | 18.09% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $4,905 | $5,856-16.2% | $5,143-4.6% | $4,762+3.0% |
| Participant deferral / active EE | $3,924 | $5,948-34.0% | $5,198-24.5% | $5,850-32.9% |
| Admin fee / account holder | $1,967 | $17,109-88.5% | $13,954-85.9% | $11,596-83.0% |