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 | $128,702 | $202,318-36.4% | $172,739-25.5% | $152,861-15.8% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 23.60% | 1029.65%-1006.1pp | 802.84%-779.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,722 | $5,856-53.5% | $5,143-47.1% | $4,762-42.8% |
| Participant deferral / active EE | $4,856 | $5,948-18.4% | $5,198-6.6% | $5,850-17.0% |
| Admin fee / account holder | $11,126 | $17,109-35.0% | $13,954-20.3% | $11,596-4.1% |