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 | $175,741 | $202,318-13.1% | $172,739+1.7% | $152,861+15.0% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.4%+13.0pp |
| Annual return | 21.00% | 1029.65%-1008.7pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,468 | $5,856-57.9% | $5,143-52.0% | $4,762-48.2% |
| Participant deferral / active EE | $4,085 | $5,948-31.3% | $5,198-21.4% | $5,850-30.2% |
| Admin fee / account holder | $6,792 | $17,109-60.3% | $13,954-51.3% | $11,596-41.4% |