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 | $52,100 | $90,348-42.3% | $75,972-31.4% | $145,922-64.3% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.1%+25.9pp | 80.3%+14.7pp |
| Annual return | 14.70% | 620.88%-606.2pp | 359.55%-344.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $13,499 | $3,311+307.7% | $2,685+402.8% | $4,660+189.7% |
| Participant deferral / active EE | $9,873 | $5,162+91.3% | $4,255+132.0% | $6,688+47.6% |
| Admin fee / account holder | $2,171 | $8,467-74.4% | $6,467-66.4% | $13,397-83.8% |