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 | $43,203 | $159,901-73.0% | $146,958-70.6% | $145,922-70.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 47.68% | 98.13%-50.5pp | 418.34%-370.7pp | 561.29%-513.6pp |
| Employer contribution / active EE | $1,639 | $5,286-69.0% | $4,933-66.8% | $4,660-64.8% |
| Participant deferral / active EE | $3,408 | $8,428-59.6% | $8,070-57.8% | $6,688-49.0% |
| Admin fee / account holder | $11,208 | $15,044-25.5% | $12,998-13.8% | $13,397-16.3% |