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 | $45,128 | $171,865-73.7% | $149,718-69.9% | $147,584-69.4% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 24.27% | 2113.22%-2088.9pp | 1501.63%-1477.4pp | 578.55%-554.3pp |
| Employer contribution / active EE | $3,940 | $6,275-37.2% | $5,445-27.6% | $4,876-19.2% |
| Participant deferral / active EE | $4,369 | $7,271-39.9% | $6,569-33.5% | $5,439-19.7% |
| Admin fee / account holder | $2,825 | $13,799-79.5% | $11,283-75.0% | $10,885-74.1% |