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 | $108,303 | $202,318-46.5% | $172,739-37.3% | $152,861-29.1% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 14.14% | 1029.65%-1015.5pp | 802.84%-788.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,887 | $5,856-67.8% | $5,143-63.3% | $4,762-60.4% |
| Participant deferral / active EE | $5,487 | $5,948-7.8% | $5,198+5.6% | $5,850-6.2% |
| Admin fee / account holder | $3,096 | $17,109-81.9% | $13,954-77.8% | $11,596-73.3% |