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 9-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 | $59,722 | $202,318-70.5% | $172,739-65.4% | $152,861-60.9% |
| Participation rate | 78.3% | 87.1%-8.8pp | 82.6%-4.4pp | 82.4%-4.2pp |
| Annual return | 29.87% | 1029.65%-999.8pp | 802.84%-773.0pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,468 | $5,856-74.9% | $5,143-71.5% | $4,762-69.2% |
| Participant deferral / active EE | $4,738 | $5,948-20.3% | $5,198-8.8% | $5,850-19.0% |
| Admin fee / account holder | $1,971 | $17,109-88.5% | $13,954-85.9% | $11,596-83.0% |