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 | $79,740 | $96,305-17.2% | $80,569-1.0% | $139,434-42.8% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 14.73% | 1350.08%-1335.4pp | 935.43%-920.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,563 | $3,262+39.9% | $2,723+67.5% | $4,751-4.0% |
| Participant deferral / active EE | $8,674 | $5,232+65.8% | $4,447+95.0% | $6,710+29.3% |
| Admin fee / account holder | $2,352 | $6,599-64.4% | $5,377-56.3% | $11,403-79.4% |