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 | $59,337 | $109,817-46.0% | $98,442-39.7% | $167,490-64.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 17.93% | 1956.69%-1938.8pp | 1492.73%-1474.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,496 | $3,224-53.6% | $2,960-49.5% | $4,837-69.1% |
| Participant deferral / active EE | $2,075 | $4,673-55.6% | $4,276-51.5% | $6,341-67.3% |
| Admin fee / account holder | $492 | $6,753-92.7% | $5,949-91.7% | $12,309-96.0% |