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 | $66,492 | $88,710-25.0% | $81,783-18.7% | $145,959-54.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.07% | 1027.26%-1012.2pp | 775.05%-760.0pp | 561.95%-546.9pp |
| Employer contribution / active EE | $4,433 | $3,083+43.8% | $2,913+52.2% | $4,661-4.9% |
| Participant deferral / active EE | $4,028 | $4,645-13.3% | $4,320-6.8% | $6,689-39.8% |
| Admin fee / account holder | $2,932 | $8,407-65.1% | $7,380-60.3% | $13,398-78.1% |