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 | $70,432 | $102,604-31.4% | $86,188-18.3% | $139,434-49.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.43% | 1922.51%-1909.1pp | 1168.45%-1155.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,050 | $3,032-65.4% | $2,380-55.9% | $4,751-77.9% |
| Participant deferral / active EE | $1,524 | $4,676-67.4% | $3,985-61.8% | $6,710-77.3% |
| Admin fee / account holder | $4,048 | $8,657-53.2% | $6,852-40.9% | $11,403-64.5% |