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 3-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 | $77,179 | $99,020-22.1% | $86,590-10.9% | $147,584-47.7% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 17.65% | 1312.34%-1294.7pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $726 | $3,132-76.8% | $2,839-74.4% | $4,876-85.1% |
| Participant deferral / active EE | $2,143 | $3,972-46.1% | $3,609-40.6% | $5,439-60.6% |
| Admin fee / account holder | $4,788 | $5,710-16.1% | $4,906-2.4% | $10,885-56.0% |