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 | $81,928 | $109,817-25.4% | $98,442-16.8% | $167,490-51.1% |
| Participation rate | 82.4% | 75.8%+6.5pp | 73.3%+9.0pp | 82.1%+0.2pp |
| Annual return | 13.08% | 1956.69%-1943.6pp | 1492.73%-1479.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,630 | $3,224-49.5% | $2,960-44.9% | $4,837-66.3% |
| Participant deferral / active EE | $6,839 | $4,673+46.3% | $4,276+59.9% | $6,341+7.9% |
| Admin fee / account holder | $7,956 | $6,753+17.8% | $5,949+33.7% | $12,309-35.4% |