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 | $47,891 | $171,865-72.1% | $149,718-68.0% | $147,584-67.5% |
| Participation rate | 76.2% | 88.2%-12.0pp | 87.1%-10.9pp | 82.8%-6.6pp |
| Annual return | 20.51% | 2113.22%-2092.7pp | 1501.63%-1481.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,671 | $6,275-41.5% | $5,445-32.6% | $4,876-24.7% |
| Participant deferral / active EE | $5,322 | $7,271-26.8% | $6,569-19.0% | $5,439-2.1% |
| Admin fee / account holder | $1,018 | $13,799-92.6% | $11,283-91.0% | $10,885-90.6% |