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 | $40,469 | $202,318-80.0% | $172,739-76.6% | $152,861-73.5% |
| Participation rate | 70.6% | 87.1%-16.5pp | 82.6%-12.1pp | 82.4%-11.9pp |
| Annual return | 20.41% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,348 | $5,856-77.0% | $5,143-73.8% | $4,762-71.7% |
| Participant deferral / active EE | $2,901 | $5,948-51.2% | $5,198-44.2% | $5,850-50.4% |
| Admin fee / account holder | $2,450 | $17,109-85.7% | $13,954-82.4% | $11,596-78.9% |