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 | $162,462 | $202,318-19.7% | $172,739-5.9% | $152,861+6.3% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 22.70% | 1029.65%-1007.0pp | 802.84%-780.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $9,070 | $5,856+54.9% | $5,143+76.4% | $4,762+90.5% |
| Participant deferral / active EE | $6,500 | $5,948+9.3% | $5,198+25.1% | $5,850+11.1% |
| Admin fee / account holder | $1,479 | $17,109-91.4% | $13,954-89.4% | $11,596-87.2% |