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 | $168,107 | $202,318-16.9% | $172,739-2.7% | $152,861+10.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 31.08% | 1029.65%-998.6pp | 802.84%-771.8pp | 345.32%-314.2pp |
| Employer contribution / active EE | $1,567 | $5,856-73.2% | $5,143-69.5% | $4,762-67.1% |
| Participant deferral / active EE | $6,884 | $5,948+15.7% | $5,198+32.4% | $5,850+17.7% |
| Admin fee / account holder | $2,281 | $17,109-86.7% | $13,954-83.7% | $11,596-80.3% |