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 | $92,700 | $202,318-54.2% | $172,739-46.3% | $152,861-39.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 21.65% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,075 | $5,856-64.6% | $5,143-59.7% | $4,762-56.4% |
| Participant deferral / active EE | $3,459 | $5,948-41.9% | $5,198-33.5% | $5,850-40.9% |
| Admin fee / account holder | $1,280 | $17,109-92.5% | $13,954-90.8% | $11,596-89.0% |