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 | $104,484 | $58,927+77.3% | $76,817+36.0% | $72,985+43.2% |
| Participation rate | 72.4% | 67.3%+5.1pp | 72.1%+0.3pp | 69.5%+2.9pp |
| Annual return | 18.62% | 2305.64%-2287.0pp | 1166.11%-1147.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,808 | $2,690-32.8% | $3,336-45.8% | $3,607-49.9% |
| Admin fee / account holder | $3,262 | $4,013-18.7% | $6,420-49.2% | $5,124-36.3% |