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 | $38,979 | $68,097-42.8% | $62,929-38.1% | $137,256-71.6% |
| Participation rate | 79.2% | 77.4%+1.7pp | 73.1%+6.1pp | 80.0%-0.8pp |
| Annual return | 14.69% | 1859.11%-1844.4pp | 1063.93%-1049.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,763 | $2,811-1.7% | $2,505+10.3% | $4,156-33.5% |
| Participant deferral / active EE | $1,454 | $4,553-68.1% | $3,888-62.6% | $6,407-77.3% |
| Admin fee / account holder | $3,486 | $6,521-46.5% | $5,065-31.2% | $12,270-71.6% |