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 8-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 | $44,696 | $209,832-78.7% | $189,513-76.4% | $167,490-73.3% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 11.15% | 748.27%-737.1pp | 555.15%-544.0pp | 478.56%-467.4pp |
| Employer contribution / active EE | $4,268 | $6,914-38.3% | $6,162-30.7% | $4,837-11.8% |
| Participant deferral / active EE | $7,375 | $8,935-17.5% | $8,221-10.3% | $6,341+16.3% |
| Admin fee / account holder | $13,615 | $14,293-4.7% | $12,045+13.0% | $12,309+10.6% |