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 | $41,308 | $202,318-79.6% | $172,739-76.1% | $152,861-73.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 27.13% | 1029.65%-1002.5pp | 802.84%-775.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,162 | $5,856-63.1% | $5,143-58.0% | $4,762-54.6% |
| Participant deferral / active EE | $7,915 | $5,948+33.1% | $5,198+52.3% | $5,850+35.3% |
| Admin fee / account holder | $2,875 | $17,109-83.2% | $13,954-79.4% | $11,596-75.2% |