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 | $85,013 | $202,318-58.0% | $172,739-50.8% | $152,861-44.4% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 14.32% | 1029.65%-1015.3pp | 802.84%-788.5pp | 345.32%-331.0pp |
| Employer contribution / active EE | $5,358 | $5,856-8.5% | $5,143+4.2% | $4,762+12.5% |
| Participant deferral / active EE | $11,829 | $5,948+98.9% | $5,198+127.6% | $5,850+102.2% |
| Admin fee / account holder | $962 | $17,109-94.4% | $13,954-93.1% | $11,596-91.7% |