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 | $110,589 | $180,449-38.7% | $154,107-28.2% | $135,375-18.3% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | 10.06% | 888.09%-878.0pp | 735.12%-725.1pp | 519.73%-509.7pp |
| Employer contribution / active EE | $1,510 | $6,035-75.0% | $5,298-71.5% | $4,779-68.4% |
| Participant deferral / active EE | $6,151 | $5,806+5.9% | $5,081+21.1% | $5,609+9.7% |
| Admin fee / account holder | $1,716 | $16,143-89.4% | $13,411-87.2% | $10,827-84.2% |