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 | $151,732 | $202,318-25.0% | $172,739-12.2% | $152,861-0.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 23.53% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $4,333 | $5,856-26.0% | $5,143-15.7% | $4,762-9.0% |
| Participant deferral / active EE | $2,415 | $5,948-59.4% | $5,198-53.5% | $5,850-58.7% |
| Admin fee / account holder | $1,753 | $17,109-89.8% | $13,954-87.4% | $11,596-84.9% |