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 | $38,239 | $202,318-81.1% | $172,739-77.9% | $152,861-75.0% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 17.57% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,702 | $5,856-70.9% | $5,143-66.9% | $4,762-64.3% |
| Participant deferral / active EE | $3,028 | $5,948-49.1% | $5,198-41.8% | $5,850-48.2% |
| Admin fee / account holder | $497 | $17,109-97.1% | $13,954-96.4% | $11,596-95.7% |