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 | $43,913 | $202,318-78.3% | $172,739-74.6% | $152,861-71.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 26.35% | 1029.65%-1003.3pp | 802.84%-776.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $12,749 | $5,856+117.7% | $5,143+147.9% | $4,762+167.7% |
| Participant deferral / active EE | $5,066 | $5,948-14.8% | $5,198-2.5% | $5,850-13.4% |
| Admin fee / account holder | $1,044 | $17,109-93.9% | $13,954-92.5% | $11,596-91.0% |