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 | $75,730 | $102,604-26.2% | $86,188-12.1% | $139,434-45.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 18.51% | 1922.51%-1904.0pp | 1168.45%-1149.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,749 | $3,032-42.3% | $2,380-26.5% | $4,751-63.2% |
| Participant deferral / active EE | $4,349 | $4,676-7.0% | $3,985+9.1% | $6,710-35.2% |
| Admin fee / account holder | $4,657 | $8,657-46.2% | $6,852-32.0% | $11,403-59.2% |