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 | $35,437 | $183,963-80.7% | $162,163-78.1% | $152,861-76.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 25.68% | 150.76%-125.1pp | 115.59%-89.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,253 | $6,371-64.6% | $5,614-59.9% | $4,762-52.7% |
| Participant deferral / active EE | $5,084 | $8,034-36.7% | $7,298-30.3% | $5,850-13.1% |
| Admin fee / account holder | $451 | $13,121-96.6% | $10,843-95.8% | $11,596-96.1% |