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 | $123,357 | $202,318-39.0% | $172,739-28.6% | $152,861-19.3% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 19.49% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,281 | $5,856-78.1% | $5,143-75.1% | $4,762-73.1% |
| Participant deferral / active EE | $4,827 | $5,948-18.9% | $5,198-7.1% | $5,850-17.5% |
| Admin fee / account holder | $488 | $17,109-97.1% | $13,954-96.5% | $11,596-95.8% |