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 | $83,619 | $202,318-58.7% | $172,739-51.6% | $152,861-45.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 22.40% | 1029.65%-1007.3pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,152 | $5,856-63.3% | $5,143-58.2% | $4,762-54.8% |
| Participant deferral / active EE | $3,433 | $5,948-42.3% | $5,198-34.0% | $5,850-41.3% |
| Admin fee / account holder | $766 | $17,109-95.5% | $13,954-94.5% | $11,596-93.4% |