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 | $85,809 | $202,318-57.6% | $172,739-50.3% | $152,861-43.9% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 23.08% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,959 | $5,856-49.5% | $5,143-42.5% | $4,762-37.9% |
| Participant deferral / active EE | $3,586 | $5,948-39.7% | $5,198-31.0% | $5,850-38.7% |
| Admin fee / account holder | $420 | $17,109-97.5% | $13,954-97.0% | $11,596-96.4% |