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 | $92,675 | $202,318-54.2% | $172,739-46.3% | $152,861-39.4% |
| Participation rate | 79.2% | 87.1%-7.9pp | 82.6%-3.5pp | 82.4%-3.3pp |
| Annual return | 20.07% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,989 | $5,856-49.0% | $5,143-41.9% | $4,762-37.2% |
| Participant deferral / active EE | $5,584 | $5,948-6.1% | $5,198+7.4% | $5,850-4.6% |
| Admin fee / account holder | $1,768 | $17,109-89.7% | $13,954-87.3% | $11,596-84.8% |