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 | $128,223 | $202,318-36.6% | $172,739-25.8% | $152,861-16.1% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.4%+7.0pp |
| Annual return | 13.14% | 1029.65%-1016.5pp | 802.84%-789.7pp | 345.32%-332.2pp |
| Employer contribution / active EE | $8,919 | $5,856+52.3% | $5,143+73.4% | $4,762+87.3% |
| Participant deferral / active EE | $6,816 | $5,948+14.6% | $5,198+31.1% | $5,850+16.5% |
| Admin fee / account holder | $9,406 | $17,109-45.0% | $13,954-32.6% | $11,596-18.9% |