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 | $144,359 | $209,832-31.2% | $189,513-23.8% | $167,490-13.8% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 43.86% | 748.27%-704.4pp | 555.15%-511.3pp | 478.56%-434.7pp |
| Employer contribution / active EE | $3,330 | $6,914-51.8% | $6,162-45.9% | $4,837-31.2% |
| Participant deferral / active EE | $4,425 | $8,935-50.5% | $8,221-46.2% | $6,341-30.2% |
| Admin fee / account holder | $1,470 | $14,293-89.7% | $12,045-87.8% | $12,309-88.1% |