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 | $46,675 | $138,065-66.2% | $123,544-62.2% | $135,375-65.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 128.57% | 153.68%-25.1pp | 119.20%+9.4pp | 519.73%-391.2pp |
| Employer contribution / active EE | $2,316 | $5,151-55.0% | $4,628-50.0% | $4,779-51.5% |
| Participant deferral / active EE | $2,645 | $6,799-61.1% | $6,426-58.8% | $5,609-52.8% |
| Admin fee / account holder | $4,001 | $10,916-63.3% | $9,284-56.9% | $10,827-63.0% |