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 | $151,668 | $202,318-25.0% | $172,739-12.2% | $152,861-0.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 22.58% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,962 | $5,856-49.4% | $5,143-42.4% | $4,762-37.8% |
| Participant deferral / active EE | $5,194 | $5,948-12.7% | $5,198-0.1% | $5,850-11.2% |
| Admin fee / account holder | $3,618 | $17,109-78.9% | $13,954-74.1% | $11,596-68.8% |