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 | $66,269 | $111,724-40.7% | $93,606-29.2% | $145,922-54.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 11.74% | 202.98%-191.2pp | 133.20%-121.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,038 | $3,090-34.1% | $2,420-15.8% | $4,660-56.3% |
| Participant deferral / active EE | $4,617 | $4,912-6.0% | $4,411+4.7% | $6,688-31.0% |
| Admin fee / account holder | $1,493 | $10,250-85.4% | $8,285-82.0% | $13,397-88.9% |