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 | $59,064 | $202,318-70.8% | $172,739-65.8% | $152,861-61.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 14.26% | 1029.65%-1015.4pp | 802.84%-788.6pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,246 | $5,856-78.7% | $5,143-75.8% | $4,762-73.8% |
| Participant deferral / active EE | $2,100 | $5,948-64.7% | $5,198-59.6% | $5,850-64.1% |
| Admin fee / account holder | $2,963 | $17,109-82.7% | $13,954-78.8% | $11,596-74.5% |