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 | $50,541 | $202,318-75.0% | $172,739-70.7% | $152,861-66.9% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 14.13% | 1029.65%-1015.5pp | 802.84%-788.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,761 | $5,856-69.9% | $5,143-65.8% | $4,762-63.0% |
| Participant deferral / active EE | $3,916 | $5,948-34.2% | $5,198-24.7% | $5,850-33.1% |
| Admin fee / account holder | $4,242 | $17,109-75.2% | $13,954-69.6% | $11,596-63.4% |