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 | $90,067 | $171,865-47.6% | $149,718-39.8% | $147,584-39.0% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 19.57% | 2113.22%-2093.6pp | 1501.63%-1482.1pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,567 | $6,275-75.0% | $5,445-71.2% | $4,876-67.9% |
| Participant deferral / active EE | $3,754 | $7,271-48.4% | $6,569-42.9% | $5,439-31.0% |
| Admin fee / account holder | $4,855 | $13,799-64.8% | $11,283-57.0% | $10,885-55.4% |