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 | $87,292 | $109,817-20.5% | $98,442-11.3% | $167,490-47.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 11.46% | 1956.69%-1945.2pp | 1492.73%-1481.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,688 | $3,224-47.7% | $2,960-43.0% | $4,837-65.1% |
| Participant deferral / active EE | $4,526 | $4,673-3.1% | $4,276+5.9% | $6,341-28.6% |
| Admin fee / account holder | $491 | $6,753-92.7% | $5,949-91.8% | $12,309-96.0% |