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 | $55,517 | $100,852-45.0% | $90,404-38.6% | $158,922-65.1% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 48.29% | 1724.20%-1675.9pp | 1293.02%-1244.7pp | 302.83%-254.5pp |
| Employer contribution / active EE | $4,262 | $3,689+15.6% | $3,262+30.7% | $4,761-10.5% |
| Participant deferral / active EE | $5,827 | $4,348+34.0% | $3,963+47.0% | $5,982-2.6% |
| Admin fee / account holder | $422 | $6,501-93.5% | $5,611-92.5% | $11,246-96.2% |