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 | $46,150 | $100,852-54.2% | $90,404-49.0% | $158,922-71.0% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 19.16% | 1724.20%-1705.0pp | 1293.02%-1273.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,131 | $3,689-42.2% | $3,262-34.7% | $4,761-55.2% |
| Participant deferral / active EE | $3,915 | $4,348-9.9% | $3,963-1.2% | $5,982-34.5% |
| Admin fee / account holder | $2,075 | $6,501-68.1% | $5,611-63.0% | $11,246-81.6% |