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 | $61,842 | $99,020-37.5% | $86,590-28.6% | $147,584-58.1% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 26.21% | 1312.34%-1286.1pp | 964.84%-938.6pp | 578.55%-552.3pp |
| Employer contribution / active EE | $1,326 | $3,132-57.7% | $2,839-53.3% | $4,876-72.8% |
| Participant deferral / active EE | $3,521 | $3,972-11.4% | $3,609-2.4% | $5,439-35.3% |
| Admin fee / account holder | $356 | $5,710-93.8% | $4,906-92.7% | $10,885-96.7% |