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 | $144,893 | $176,662-18.0% | $130,648+10.9% | $152,861-5.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 16.62% | 2692.24%-2675.6pp | 1708.96%-1692.3pp | 345.32%-328.7pp |
| Employer contribution / active EE | $3,282 | $5,742-42.8% | $4,092-19.8% | $4,762-31.1% |
| Participant deferral / active EE | $5,435 | $4,361+24.6% | $3,603+50.9% | $5,850-7.1% |
| Admin fee / account holder | $2,658 | $7,133-62.7% | $5,464-51.4% | $11,596-77.1% |