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 | $88,440 | $202,318-56.3% | $172,739-48.8% | $152,861-42.1% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 28.00% | 1029.65%-1001.7pp | 802.84%-774.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,129 | $5,856-63.6% | $5,143-58.6% | $4,762-55.3% |
| Participant deferral / active EE | $9,870 | $5,948+65.9% | $5,198+89.9% | $5,850+68.7% |
| Admin fee / account holder | $1,040 | $17,109-93.9% | $13,954-92.5% | $11,596-91.0% |