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 | $43,189 | $156,846-72.5% | $121,098-64.3% | $139,434-69.0% |
| Participation rate | 77.3% | 76.4%+0.9pp | 69.5%+7.8pp | 80.3%-3.0pp |
| Annual return | 67.40% | 1474.56%-1407.2pp | 985.75%-918.3pp | 372.94%-305.5pp |
| Employer contribution / active EE | $3,420 | $5,536-38.2% | $4,164-17.9% | $4,751-28.0% |
| Participant deferral / active EE | $7,157 | $4,844+47.7% | $4,080+75.4% | $6,710+6.7% |
| Admin fee / account holder | $1,557 | $6,946-77.6% | $5,644-72.4% | $11,403-86.3% |