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 | $73,572 | $100,852-27.1% | $90,404-18.6% | $158,922-53.7% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | 14.47% | 1724.20%-1709.7pp | 1293.02%-1278.5pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,362 | $3,689-36.0% | $3,262-27.6% | $4,761-50.4% |
| Participant deferral / active EE | $3,487 | $4,348-19.8% | $3,963-12.0% | $5,982-41.7% |
| Admin fee / account holder | $6,427 | $6,501-1.1% | $5,611+14.5% | $11,246-42.9% |