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 | $134,592 | $72,400+85.9% | $67,502+99.4% | $145,922-7.8% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 17.69% | 7182.46%-7164.8pp | 3512.12%-3494.4pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,402 | $3,069-21.7% | $2,731-12.0% | $4,660-48.5% |
| Participant deferral / active EE | $8,848 | $4,783+85.0% | $4,000+121.2% | $6,688+32.3% |
| Admin fee / account holder | $3,221 | $5,539-41.8% | $3,998-19.4% | $13,397-76.0% |