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 | $70,060 | $202,318-65.4% | $172,739-59.4% | $152,861-54.2% |
| Participation rate | 79.2% | 87.1%-7.9pp | 82.6%-3.5pp | 82.4%-3.3pp |
| Annual return | 23.38% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,787 | $5,856-69.5% | $5,143-65.3% | $4,762-62.5% |
| Participant deferral / active EE | $3,635 | $5,948-38.9% | $5,198-30.1% | $5,850-37.9% |
| Admin fee / account holder | $1,399 | $17,109-91.8% | $13,954-90.0% | $11,596-87.9% |