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 | $65,673 | $149,040-55.9% | $120,225-45.4% | $137,256-52.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.49% | 605.68%-592.2pp | 439.23%-425.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,454 | $4,350-66.6% | $3,475-58.2% | $4,156-65.0% |
| Participant deferral / active EE | $2,448 | $4,655-47.4% | $3,999-38.8% | $6,407-61.8% |
| Admin fee / account holder | $1,895 | $6,348-70.1% | $5,696-66.7% | $12,270-84.6% |