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 | $197,742 | $202,318-2.3% | $172,739+14.5% | $152,861+29.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 24.40% | 1029.65%-1005.3pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,822 | $5,856-68.9% | $5,143-64.6% | $4,762-61.7% |
| Participant deferral / active EE | $4,594 | $5,948-22.8% | $5,198-11.6% | $5,850-21.5% |
| Admin fee / account holder | $6,196 | $17,109-63.8% | $13,954-55.6% | $11,596-46.6% |