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 | $38,494 | $202,318-81.0% | $172,739-77.7% | $152,861-74.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 25.47% | 1029.65%-1004.2pp | 802.84%-777.4pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,318 | $5,856-77.5% | $5,143-74.4% | $4,762-72.3% |
| Participant deferral / active EE | $5,893 | $5,948-0.9% | $5,198+13.4% | $5,850+0.7% |
| Admin fee / account holder | $324 | $17,109-98.1% | $13,954-97.7% | $11,596-97.2% |