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 | $39,743 | $150,187-73.5% | $120,354-67.0% | $145,922-72.8% |
| Participation rate | 84.6% | 78.8%+5.9pp | 71.9%+12.7pp | 80.3%+4.3pp |
| Annual return | 9.06% | 154.07%-145.0pp | 107.15%-98.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $4,152 | $4,348-4.5% | $3,463+19.9% | $4,660-10.9% |
| Participant deferral / active EE | $2,514 | $6,173-59.3% | $4,991-49.6% | $6,688-62.4% |
| Admin fee / account holder | $4,027 | $12,207-67.0% | $9,423-57.3% | $13,397-69.9% |