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 | $87,761 | $100,852-13.0% | $90,404-2.9% | $158,922-44.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 23.39% | 1724.20%-1700.8pp | 1293.02%-1269.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $4,599 | $3,689+24.7% | $3,262+41.0% | $4,761-3.4% |
| Participant deferral / active EE | $5,161 | $4,348+18.7% | $3,963+30.2% | $5,982-13.7% |
| Admin fee / account holder | $510 | $6,501-92.1% | $5,611-90.9% | $11,246-95.5% |