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 | $67,221 | $169,032-60.2% | $129,207-48.0% | $145,922-53.9% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.6%+13.7pp | 80.3%+3.1pp |
| Annual return | 12.09% | 14330.11%-14318.0pp | 9417.33%-9405.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $800 | $5,537-85.6% | $4,153-80.7% | $4,660-82.8% |
| Participant deferral / active EE | $2,834 | $4,987-43.2% | $4,168-32.0% | $6,688-57.6% |
| Admin fee / account holder | $1,119 | $9,954-88.8% | $7,715-85.5% | $13,397-91.6% |