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 | $100,497 | $124,185-19.1% | $108,410-7.3% | $167,490-40.0% |
| Participation rate | 72.7% | 82.3%-9.6pp | 80.1%-7.4pp | 82.1%-9.4pp |
| Annual return | 19.48% | 1379.64%-1360.2pp | 905.27%-885.8pp | 478.56%-459.1pp |
| Employer contribution / active EE | $2,302 | $4,187-45.0% | $3,558-35.3% | $4,837-52.4% |
| Participant deferral / active EE | $6,063 | $6,908-12.2% | $6,563-7.6% | $6,341-4.4% |
| Admin fee / account holder | $2,686 | $9,455-71.6% | $7,295-63.2% | $12,309-78.2% |