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 | $70,895 | $100,852-29.7% | $90,404-21.6% | $158,922-55.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 9.64% | 1724.20%-1714.6pp | 1293.02%-1283.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $872 | $3,689-76.4% | $3,262-73.3% | $4,761-81.7% |
| Participant deferral / active EE | $2,146 | $4,348-50.6% | $3,963-45.8% | $5,982-64.1% |
| Admin fee / account holder | $717 | $6,501-89.0% | $5,611-87.2% | $11,246-93.6% |