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 | $160,935 | $202,318-20.5% | $172,739-6.8% | $152,861+5.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 12.81% | 1029.65%-1016.8pp | 802.84%-790.0pp | 345.32%-332.5pp |
| Employer contribution / active EE | $3,806 | $5,856-35.0% | $5,143-26.0% | $4,762-20.1% |
| Participant deferral / active EE | $10,782 | $5,948+81.3% | $5,198+107.4% | $5,850+84.3% |
| Admin fee / account holder | $1,566 | $17,109-90.8% | $13,954-88.8% | $11,596-86.5% |