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 | $39,597 | $202,318-80.4% | $172,739-77.1% | $152,861-74.1% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 19.78% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,573 | $5,856-56.1% | $5,143-50.0% | $4,762-46.0% |
| Participant deferral / active EE | $4,677 | $5,948-21.4% | $5,198-10.0% | $5,850-20.0% |
| Admin fee / account holder | $2,081 | $17,109-87.8% | $13,954-85.1% | $11,596-82.1% |