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 | $65,723 | $202,318-67.5% | $172,739-62.0% | $152,861-57.0% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 20.39% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,788 | $5,856-52.4% | $5,143-45.8% | $4,762-41.4% |
| Participant deferral / active EE | $6,892 | $5,948+15.9% | $5,198+32.6% | $5,850+17.8% |
| Admin fee / account holder | $1,090 | $17,109-93.6% | $13,954-92.2% | $11,596-90.6% |