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 | $48,167 | $202,318-76.2% | $172,739-72.1% | $152,861-68.5% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.4%-0.1pp |
| Annual return | 16.69% | 1029.65%-1013.0pp | 802.84%-786.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $5,759 | $5,856-1.7% | $5,143+12.0% | $4,762+20.9% |
| Participant deferral / active EE | $4,898 | $5,948-17.6% | $5,198-5.8% | $5,850-16.3% |
| Admin fee / account holder | $3,782 | $17,109-77.9% | $13,954-72.9% | $11,596-67.4% |