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 | $74,683 | $202,318-63.1% | $172,739-56.8% | $152,861-51.1% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 20.68% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,525 | $5,856-39.8% | $5,143-31.5% | $4,762-26.0% |
| Participant deferral / active EE | $2,411 | $5,948-59.5% | $5,198-53.6% | $5,850-58.8% |
| Admin fee / account holder | $3,944 | $17,109-77.0% | $13,954-71.7% | $11,596-66.0% |