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 | $72,773 | $202,318-64.0% | $172,739-57.9% | $152,861-52.4% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.4%+2.6pp |
| Annual return | 14.98% | 1029.65%-1014.7pp | 802.84%-787.9pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,574 | $5,856-73.1% | $5,143-69.4% | $4,762-66.9% |
| Participant deferral / active EE | $4,137 | $5,948-30.4% | $5,198-20.4% | $5,850-29.3% |
| Admin fee / account holder | $3,452 | $17,109-79.8% | $13,954-75.3% | $11,596-70.2% |