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 | $62,623 | $165,335-62.1% | $149,696-58.2% | $158,922-60.6% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 82.22% | 348.15%-265.9pp | 276.60%-194.4pp | 302.83%-220.6pp |
| Employer contribution / active EE | $4,088 | $5,103-19.9% | $4,644-12.0% | $4,761-14.1% |
| Participant deferral / active EE | $10,891 | $7,181+51.7% | $6,842+59.2% | $5,982+82.1% |
| Admin fee / account holder | $3,698 | $10,807-65.8% | $9,309-60.3% | $11,246-67.1% |