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 | $111,792 | $202,318-44.7% | $172,739-35.3% | $152,861-26.9% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 14.63% | 1029.65%-1015.0pp | 802.84%-788.2pp | 345.32%-330.7pp |
| Employer contribution / active EE | $2,111 | $5,856-64.0% | $5,143-59.0% | $4,762-55.7% |
| Participant deferral / active EE | $4,972 | $5,948-16.4% | $5,198-4.3% | $5,850-15.0% |
| Admin fee / account holder | $1,210 | $17,109-92.9% | $13,954-91.3% | $11,596-89.6% |