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 | $43,447 | $209,832-79.3% | $189,513-77.1% | $167,490-74.1% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 27.80% | 748.27%-720.5pp | 555.15%-527.4pp | 478.56%-450.8pp |
| Employer contribution / active EE | $1,610 | $6,914-76.7% | $6,162-73.9% | $4,837-66.7% |
| Participant deferral / active EE | $3,763 | $8,935-57.9% | $8,221-54.2% | $6,341-40.7% |
| Admin fee / account holder | $3,711 | $14,293-74.0% | $12,045-69.2% | $12,309-69.9% |