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 | $68,799 | $176,662-61.1% | $130,648-47.3% | $152,861-55.0% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 22.02% | 2692.24%-2670.2pp | 1708.96%-1686.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,562 | $5,742-72.8% | $4,092-61.8% | $4,762-67.2% |
| Participant deferral / active EE | $3,951 | $4,361-9.4% | $3,603+9.7% | $5,850-32.5% |
| Admin fee / account holder | $2,063 | $7,133-71.1% | $5,464-62.2% | $11,596-82.2% |