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 | $142,279 | $202,318-29.7% | $172,739-17.6% | $152,861-6.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.90% | 1029.65%-1010.8pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,561 | $5,856-73.3% | $5,143-69.6% | $4,762-67.2% |
| Participant deferral / active EE | $6,459 | $5,948+8.6% | $5,198+24.3% | $5,850+10.4% |
| Admin fee / account holder | $5,734 | $17,109-66.5% | $13,954-58.9% | $11,596-50.6% |