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 | $65,590 | $102,604-36.1% | $86,188-23.9% | $139,434-53.0% |
| Participation rate | 95.5% | 74.5%+21.0pp | 69.0%+26.5pp | 80.3%+15.1pp |
| Annual return | 15.71% | 1922.51%-1906.8pp | 1168.45%-1152.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,534 | $3,032-49.4% | $2,380-35.6% | $4,751-67.7% |
| Participant deferral / active EE | $2,808 | $4,676-40.0% | $3,985-29.6% | $6,710-58.2% |
| Admin fee / account holder | $1,125 | $8,657-87.0% | $6,852-83.6% | $11,403-90.1% |