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 | $117,081 | $202,318-42.1% | $172,739-32.2% | $152,861-23.4% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.4%+13.2pp |
| Annual return | 20.22% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,521 | $5,856-56.9% | $5,143-51.0% | $4,762-47.1% |
| Participant deferral / active EE | $5,880 | $5,948-1.1% | $5,198+13.1% | $5,850+0.5% |
| Admin fee / account holder | $2,578 | $17,109-84.9% | $13,954-81.5% | $11,596-77.8% |