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 9-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 | $145,136 | $202,318-28.3% | $172,739-16.0% | $152,861-5.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.34% | 1029.65%-1003.3pp | 802.84%-776.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,943 | $5,856-49.8% | $5,143-42.8% | $4,762-38.2% |
| Participant deferral / active EE | $10,504 | $5,948+76.6% | $5,198+102.1% | $5,850+79.5% |
| Admin fee / account holder | $1,249 | $17,109-92.7% | $13,954-91.0% | $11,596-89.2% |