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 | $43,081 | $202,318-78.7% | $172,739-75.1% | $152,861-71.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 42.75% | 1029.65%-986.9pp | 802.84%-760.1pp | 345.32%-302.6pp |
| Employer contribution / active EE | $3,359 | $5,856-42.6% | $5,143-34.7% | $4,762-29.5% |
| Participant deferral / active EE | $2,478 | $5,948-58.3% | $5,198-52.3% | $5,850-57.6% |
| Admin fee / account holder | $1,064 | $17,109-93.8% | $13,954-92.4% | $11,596-90.8% |