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 | $54,177 | $100,852-46.3% | $90,404-40.1% | $158,922-65.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 30.47% | 1724.20%-1693.7pp | 1293.02%-1262.5pp | 302.83%-272.4pp |
| Employer contribution / active EE | $7,253 | $3,689+96.6% | $3,262+122.4% | $4,761+52.3% |
| Participant deferral / active EE | $3,615 | $4,348-16.9% | $3,963-8.8% | $5,982-39.6% |
| Admin fee / account holder | $484 | $6,501-92.6% | $5,611-91.4% | $11,246-95.7% |