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 | $118,443 | $149,040-20.5% | $120,225-1.5% | $137,256-13.7% |
| Participation rate | 77.8% | 75.4%+2.4pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 20.07% | 605.68%-585.6pp | 439.23%-419.2pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,036 | $4,350-53.2% | $3,475-41.4% | $4,156-51.0% |
| Participant deferral / active EE | $3,547 | $4,655-23.8% | $3,999-11.3% | $6,407-44.6% |
| Admin fee / account holder | $934 | $6,348-85.3% | $5,696-83.6% | $12,270-92.4% |