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 8-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 | $59,768 | $124,185-51.9% | $108,410-44.9% | $167,490-64.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 21.66% | 1379.64%-1358.0pp | 905.27%-883.6pp | 478.56%-456.9pp |
| Employer contribution / active EE | $3,330 | $4,187-20.5% | $3,558-6.4% | $4,837-31.2% |
| Participant deferral / active EE | $10,871 | $6,908+57.4% | $6,563+65.7% | $6,341+71.4% |
| Admin fee / account holder | $410 | $9,455-95.7% | $7,295-94.4% | $12,309-96.7% |