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 | $54,034 | $202,318-73.3% | $172,739-68.7% | $152,861-64.7% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 21.85% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,698 | $5,856-71.0% | $5,143-67.0% | $4,762-64.4% |
| Participant deferral / active EE | $4,711 | $5,948-20.8% | $5,198-9.4% | $5,850-19.5% |
| Admin fee / account holder | $4,464 | $17,109-73.9% | $13,954-68.0% | $11,596-61.5% |