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 | $48,425 | $58,927-17.8% | $76,817-37.0% | $72,985-33.7% |
| Participation rate | 84.3% | 67.3%+17.0pp | 72.1%+12.2pp | 69.5%+14.8pp |
| Annual return | 28.90% | 2305.64%-2276.7pp | 1166.11%-1137.2pp | 81.00%-52.1pp |
| Employer contribution / active EE | $5,060 | $1,787+183.2% | $2,302+119.8% | $2,440+107.4% |
| Participant deferral / active EE | $1,593 | $2,690-40.8% | $3,336-52.3% | $3,607-55.8% |
| Admin fee / account holder | $10,808 | $4,013+169.3% | $6,420+68.4% | $5,124+110.9% |