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 | $73,639 | $99,020-25.6% | $86,590-15.0% | $147,584-50.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.99% | 1312.34%-1298.3pp | 964.84%-950.8pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,765 | $3,132-11.7% | $2,839-2.6% | $4,876-43.3% |
| Participant deferral / active EE | $3,814 | $3,972-4.0% | $3,609+5.7% | $5,439-29.9% |
| Admin fee / account holder | $3,914 | $5,710-31.5% | $4,906-20.2% | $10,885-64.0% |