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 9-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 | $78,865 | $202,318-61.0% | $172,739-54.3% | $152,861-48.4% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 22.66% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,588 | $5,856-55.8% | $5,143-49.7% | $4,762-45.7% |
| Participant deferral / active EE | $5,368 | $5,948-9.8% | $5,198+3.3% | $5,850-8.2% |
| Admin fee / account holder | $11,170 | $17,109-34.7% | $13,954-20.0% | $11,596-3.7% |