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 | $81,620 | $97,757-16.5% | $83,848-2.7% | $135,375-39.7% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | 111.54% | 1287.37%-1175.8pp | 850.88%-739.3pp | 519.73%-408.2pp |
| Employer contribution / active EE | $1,988 | $4,222-52.9% | $3,631-45.2% | $4,779-58.4% |
| Participant deferral / active EE | $4,055 | $4,682-13.4% | $4,082-0.6% | $5,609-27.7% |
| Admin fee / account holder | $1,944 | $6,674-70.9% | $5,478-64.5% | $10,827-82.0% |