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 | $37,986 | $202,318-81.2% | $172,739-78.0% | $152,861-75.1% |
| Participation rate | 84.2% | 87.1%-2.8pp | 82.6%+1.6pp | 82.4%+1.8pp |
| Annual return | 44.88% | 1029.65%-984.8pp | 802.84%-758.0pp | 345.32%-300.4pp |
| Employer contribution / active EE | $1,541 | $5,856-73.7% | $5,143-70.0% | $4,762-67.6% |
| Participant deferral / active EE | $4,544 | $5,948-23.6% | $5,198-12.6% | $5,850-22.3% |
| Admin fee / account holder | $1,918 | $17,109-88.8% | $13,954-86.3% | $11,596-83.5% |