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 | $25,976 | $185,200-86.0% | $142,863-81.8% | $167,490-84.5% |
| Participation rate | 86.7% | 78.4%+8.2pp | 71.9%+14.7pp | 82.1%+4.6pp |
| Annual return | 17.34% | 8555.70%-8538.4pp | 5637.54%-5620.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,398 | $5,604-57.2% | $4,144-42.1% | $4,837-50.4% |
| Participant deferral / active EE | $5,498 | $4,494+22.3% | $3,837+43.3% | $6,341-13.3% |
| Admin fee / account holder | $6,887 | $8,031-14.2% | $6,560+5.0% | $12,309-44.0% |