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 | $54,520 | $209,832-74.0% | $189,513-71.2% | $167,490-67.4% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 12.09% | 748.27%-736.2pp | 555.15%-543.1pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,744 | $6,914-45.8% | $6,162-39.2% | $4,837-22.6% |
| Participant deferral / active EE | $4,530 | $8,935-49.3% | $8,221-44.9% | $6,341-28.6% |
| Admin fee / account holder | $487 | $14,293-96.6% | $12,045-96.0% | $12,309-96.0% |