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 | $45,560 | $100,852-54.8% | $90,404-49.6% | $158,922-71.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 152.46% | 1724.20%-1571.7pp | 1293.02%-1140.6pp | 302.83%-150.4pp |
| Employer contribution / active EE | $3,885 | $3,689+5.3% | $3,262+19.1% | $4,761-18.4% |
| Participant deferral / active EE | $4,103 | $4,348-5.6% | $3,963+3.5% | $5,982-31.4% |
| Admin fee / account holder | $1,636 | $6,501-74.8% | $5,611-70.8% | $11,246-85.5% |