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 | $41,832 | $202,318-79.3% | $172,739-75.8% | $152,861-72.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 30.53% | 1029.65%-999.1pp | 802.84%-772.3pp | 345.32%-314.8pp |
| Employer contribution / active EE | $2,615 | $5,856-55.3% | $5,143-49.2% | $4,762-45.1% |
| Participant deferral / active EE | $5,123 | $5,948-13.9% | $5,198-1.4% | $5,850-12.4% |
| Admin fee / account holder | $4,608 | $17,109-73.1% | $13,954-67.0% | $11,596-60.3% |