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 | $64,941 | $158,398-59.0% | $126,539-48.7% | $142,382-54.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.07% | 593.76%-574.7pp | 425.95%-406.9pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,215 | $4,650-30.9% | $3,674-12.5% | $4,299-25.2% |
| Participant deferral / active EE | $7,272 | $4,767+52.6% | $4,083+78.1% | $6,507+11.8% |
| Admin fee / account holder | $1,893 | $6,918-72.6% | $6,065-68.8% | $12,624-85.0% |