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 | $51,111 | $99,020-48.4% | $86,590-41.0% | $147,584-65.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.45% | 1312.34%-1289.9pp | 964.84%-942.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $3,490 | $3,132+11.4% | $2,839+22.9% | $4,876-28.4% |
| Participant deferral / active EE | $9,489 | $3,972+138.9% | $3,609+163.0% | $5,439+74.5% |
| Admin fee / account holder | $6,690 | $5,710+17.1% | $4,906+36.4% | $10,885-38.5% |