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 | $101,281 | $202,318-49.9% | $172,739-41.4% | $152,861-33.7% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 13.75% | 1029.65%-1015.9pp | 802.84%-789.1pp | 345.32%-331.6pp |
| Employer contribution / active EE | $8,165 | $5,856+39.4% | $5,143+58.8% | $4,762+71.5% |
| Participant deferral / active EE | $3,714 | $5,948-37.6% | $5,198-28.5% | $5,850-36.5% |
| Admin fee / account holder | $27,541 | $17,109+61.0% | $13,954+97.4% | $11,596+137.5% |