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 | $49,736 | $150,440-66.9% | $136,294-63.5% | $147,584-66.3% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 15.57% | 1049.08%-1033.5pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,026 | $5,256-80.5% | $4,695-78.2% | $4,876-79.0% |
| Participant deferral / active EE | $2,638 | $6,630-60.2% | $6,247-57.8% | $5,439-51.5% |
| Admin fee / account holder | $3,223 | $10,905-70.4% | $9,243-65.1% | $10,885-70.4% |