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 | $182,920 | $202,318-9.6% | $172,739+5.9% | $152,861+19.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 23.69% | 1029.65%-1006.0pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,502 | $5,856-74.4% | $5,143-70.8% | $4,762-68.5% |
| Participant deferral / active EE | $5,962 | $5,948+0.2% | $5,198+14.7% | $5,850+1.9% |
| Admin fee / account holder | $830 | $17,109-95.1% | $13,954-94.1% | $11,596-92.8% |