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 | $138,138 | $88,710+55.7% | $81,783+68.9% | $145,959-5.4% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.4%+1.0pp | 80.3%-7.0pp |
| Annual return | 14.21% | 1027.26%-1013.0pp | 775.05%-760.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $716 | $3,083-76.8% | $2,913-75.4% | $4,661-84.6% |
| Participant deferral / active EE | $2,938 | $4,645-36.7% | $4,320-32.0% | $6,689-56.1% |
| Admin fee / account holder | $8,777 | $8,407+4.4% | $7,380+18.9% | $13,398-34.5% |