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 | $82,034 | $150,440-45.5% | $136,294-39.8% | $147,584-44.4% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 14.82% | 1049.08%-1034.3pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $954 | $5,256-81.9% | $4,695-79.7% | $4,876-80.4% |
| Participant deferral / active EE | $5,091 | $6,630-23.2% | $6,247-18.5% | $5,439-6.4% |
| Admin fee / account holder | $4,789 | $10,905-56.1% | $9,243-48.2% | $10,885-56.0% |