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 | $77,335 | $202,318-61.8% | $172,739-55.2% | $152,861-49.4% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 20.68% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,600 | $5,856-72.7% | $5,143-68.9% | $4,762-66.4% |
| Participant deferral / active EE | $4,424 | $5,948-25.6% | $5,198-14.9% | $5,850-24.4% |
| Admin fee / account holder | $372 | $17,109-97.8% | $13,954-97.3% | $11,596-96.8% |