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 | $77,868 | $109,817-29.1% | $98,442-20.9% | $167,490-53.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.63% | 1956.69%-1929.1pp | 1492.73%-1465.1pp | 478.56%-450.9pp |
| Employer contribution / active EE | $4,387 | $3,224+36.1% | $2,960+48.2% | $4,837-9.3% |
| Participant deferral / active EE | $2,492 | $4,673-46.7% | $4,276-41.7% | $6,341-60.7% |
| Admin fee / account holder | $5,430 | $6,753-19.6% | $5,949-8.7% | $12,309-55.9% |