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 | $46,388 | $202,318-77.1% | $172,739-73.1% | $152,861-69.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 25.50% | 1029.65%-1004.1pp | 802.84%-777.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $4,206 | $5,856-28.2% | $5,143-18.2% | $4,762-11.7% |
| Participant deferral / active EE | $3,884 | $5,948-34.7% | $5,198-25.3% | $5,850-33.6% |
| Admin fee / account holder | $471 | $17,109-97.2% | $13,954-96.6% | $11,596-95.9% |