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 | $49,357 | $202,318-75.6% | $172,739-71.4% | $152,861-67.7% |
| Participation rate | 84.2% | 87.1%-2.8pp | 82.6%+1.6pp | 82.4%+1.8pp |
| Annual return | 20.32% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,646 | $5,856-37.7% | $5,143-29.1% | $4,762-23.4% |
| Participant deferral / active EE | $2,603 | $5,948-56.2% | $5,198-49.9% | $5,850-55.5% |
| Admin fee / account holder | $1,860 | $17,109-89.1% | $13,954-86.7% | $11,596-84.0% |