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 | $116,541 | $202,318-42.4% | $172,739-32.5% | $152,861-23.8% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.4%-10.2pp |
| Annual return | 17.30% | 1029.65%-1012.4pp | 802.84%-785.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,930 | $5,856-67.0% | $5,143-62.5% | $4,762-59.5% |
| Participant deferral / active EE | $7,119 | $5,948+19.7% | $5,198+37.0% | $5,850+21.7% |
| Admin fee / account holder | $26,012 | $17,109+52.0% | $13,954+86.4% | $11,596+124.3% |