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 | $139,135 | $202,318-31.2% | $172,739-19.5% | $152,861-9.0% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.4%-3.9pp |
| Annual return | 23.08% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,868 | $5,856-68.1% | $5,143-63.7% | $4,762-60.8% |
| Participant deferral / active EE | $5,841 | $5,948-1.8% | $5,198+12.4% | $5,850-0.2% |
| Admin fee / account holder | $21,175 | $17,109+23.8% | $13,954+51.7% | $11,596+82.6% |