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 | $25,591 | $100,852-74.6% | $90,404-71.7% | $158,922-83.9% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 19.03% | 1724.20%-1705.2pp | 1293.02%-1274.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,744 | $3,689-52.7% | $3,262-46.5% | $4,761-63.4% |
| Participant deferral / active EE | $7,171 | $4,348+64.9% | $3,963+80.9% | $5,982+19.9% |
| Admin fee / account holder | $1,707 | $6,501-73.7% | $5,611-69.6% | $11,246-84.8% |