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 | $64,951 | $202,318-67.9% | $172,739-62.4% | $152,861-57.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 21.08% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,735 | $5,856-70.4% | $5,143-66.3% | $4,762-63.6% |
| Participant deferral / active EE | $8,075 | $5,948+35.8% | $5,198+55.4% | $5,850+38.0% |
| Admin fee / account holder | $333 | $17,109-98.1% | $13,954-97.6% | $11,596-97.1% |