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 | $90,994 | $202,318-55.0% | $172,739-47.3% | $152,861-40.5% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 26.09% | 1029.65%-1003.6pp | 802.84%-776.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,069 | $5,856-64.7% | $5,143-59.8% | $4,762-56.5% |
| Participant deferral / active EE | $5,601 | $5,948-5.8% | $5,198+7.8% | $5,850-4.3% |
| Admin fee / account holder | $324 | $17,109-98.1% | $13,954-97.7% | $11,596-97.2% |