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 | $72,558 | $202,318-64.1% | $172,739-58.0% | $152,861-52.5% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 24.10% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,009 | $5,856-65.7% | $5,143-60.9% | $4,762-57.8% |
| Participant deferral / active EE | $6,734 | $5,948+13.2% | $5,198+29.6% | $5,850+15.1% |
| Admin fee / account holder | $558 | $17,109-96.7% | $13,954-96.0% | $11,596-95.2% |