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 | $125,684 | $171,865-26.9% | $149,718-16.1% | $147,584-14.8% |
| Participation rate | 79.2% | 88.2%-9.0pp | 87.1%-7.9pp | 82.8%-3.7pp |
| Annual return | 16.63% | 2113.22%-2096.6pp | 1501.63%-1485.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,756 | $6,275-72.0% | $5,445-67.7% | $4,876-64.0% |
| Participant deferral / active EE | $3,426 | $7,271-52.9% | $6,569-47.8% | $5,439-37.0% |
| Admin fee / account holder | $3,079 | $13,799-77.7% | $11,283-72.7% | $10,885-71.7% |