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 | $64,959 | $202,318-67.9% | $172,739-62.4% | $152,861-57.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 27.37% | 1029.65%-1002.3pp | 802.84%-775.5pp | 345.32%-317.9pp |
| Employer contribution / active EE | $2,066 | $5,856-64.7% | $5,143-59.8% | $4,762-56.6% |
| Participant deferral / active EE | $16,251 | $5,948+173.2% | $5,198+212.7% | $5,850+177.8% |
| Admin fee / account holder | $1,545 | $17,109-91.0% | $13,954-88.9% | $11,596-86.7% |