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 | $49,866 | $202,318-75.4% | $172,739-71.1% | $152,861-67.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 25.81% | 1029.65%-1003.8pp | 802.84%-777.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,393 | $5,856-76.2% | $5,143-72.9% | $4,762-70.7% |
| Participant deferral / active EE | $6,210 | $5,948+4.4% | $5,198+19.5% | $5,850+6.2% |
| Admin fee / account holder | $2,243 | $17,109-86.9% | $13,954-83.9% | $11,596-80.7% |