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 | $70,228 | $109,817-36.1% | $98,442-28.7% | $167,490-58.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 13.36% | 1956.69%-1943.3pp | 1492.73%-1479.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,277 | $3,224-60.4% | $2,960-56.9% | $4,837-73.6% |
| Participant deferral / active EE | $1,400 | $4,673-70.0% | $4,276-67.3% | $6,341-77.9% |
| Admin fee / account holder | $1,269 | $6,753-81.2% | $5,949-78.7% | $12,309-89.7% |