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 | $137,092 | $176,662-22.4% | $130,648+4.9% | $152,861-10.3% |
| Participation rate | 77.8% | 79.0%-1.2pp | 71.7%+6.0pp | 82.4%-4.7pp |
| Annual return | 10.04% | 2692.24%-2682.2pp | 1708.96%-1698.9pp | 345.32%-335.3pp |
| Employer contribution / active EE | $1,939 | $5,742-66.2% | $4,092-52.6% | $4,762-59.3% |
| Participant deferral / active EE | $4,646 | $4,361+6.5% | $3,603+28.9% | $5,850-20.6% |
| Admin fee / account holder | $4,223 | $7,133-40.8% | $5,464-22.7% | $11,596-63.6% |