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 | $34,197 | $202,318-83.1% | $172,739-80.2% | $152,861-77.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 22.92% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,309 | $5,856-43.5% | $5,143-35.7% | $4,762-30.5% |
| Participant deferral / active EE | $10,447 | $5,948+75.6% | $5,198+101.0% | $5,850+78.6% |
| Admin fee / account holder | $4,592 | $17,109-73.2% | $13,954-67.1% | $11,596-60.4% |