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 | $54,581 | $84,695-35.6% | $73,843-26.1% | $125,391-56.5% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | 2.49% | 3123.53%-3121.0pp | 2267.84%-2265.3pp | 282.22%-279.7pp |
| Employer contribution / active EE | $4,235 | $3,123+35.6% | $2,787+51.9% | $4,866-13.0% |
| Participant deferral / active EE | $2,451 | $3,992-38.6% | $3,583-31.6% | $5,352-54.2% |
| Admin fee / account holder | $1,154 | $5,691-79.7% | $4,880-76.4% | $9,540-87.9% |