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 9-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 | $47,501 | $176,056-73.0% | $159,436-70.2% | $167,490-71.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 85.71% | 331.75%-246.0pp | 263.57%-177.9pp | 478.56%-392.9pp |
| Employer contribution / active EE | $3,737 | $5,297-29.5% | $4,829-22.6% | $4,837-22.8% |
| Participant deferral / active EE | $9,534 | $7,750+23.0% | $7,352+29.7% | $6,341+50.4% |
| Admin fee / account holder | $2,329 | $12,554-81.4% | $10,799-78.4% | $12,309-81.1% |