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 | $112,002 | $209,832-46.6% | $189,513-40.9% | $167,490-33.1% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | 27.74% | 748.27%-720.5pp | 555.15%-527.4pp | 478.56%-450.8pp |
| Employer contribution / active EE | $2,730 | $6,914-60.5% | $6,162-55.7% | $4,837-43.6% |
| Participant deferral / active EE | $5,810 | $8,935-35.0% | $8,221-29.3% | $6,341-8.4% |
| Admin fee / account holder | $1,051 | $14,293-92.6% | $12,045-91.3% | $12,309-91.5% |