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 | $79,971 | $100,852-20.7% | $90,404-11.5% | $158,922-49.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 16.74% | 1724.20%-1707.5pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,168 | $3,689-68.3% | $3,262-64.2% | $4,761-75.5% |
| Participant deferral / active EE | $3,137 | $4,348-27.8% | $3,963-20.8% | $5,982-47.6% |
| Admin fee / account holder | $581 | $6,501-91.1% | $5,611-89.6% | $11,246-94.8% |