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 | $84,691 | $202,318-58.1% | $172,739-51.0% | $152,861-44.6% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 18.63% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,488 | $5,856-74.6% | $5,143-71.1% | $4,762-68.8% |
| Participant deferral / active EE | $4,389 | $5,948-26.2% | $5,198-15.6% | $5,850-25.0% |
| Admin fee / account holder | $1,126 | $17,109-93.4% | $13,954-91.9% | $11,596-90.3% |