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 | $41,869 | $100,852-58.5% | $90,404-53.7% | $158,922-73.7% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 24.02% | 1724.20%-1700.2pp | 1293.02%-1269.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,028 | $3,689-45.0% | $3,262-37.8% | $4,761-57.4% |
| Participant deferral / active EE | $3,977 | $4,348-8.5% | $3,963+0.4% | $5,982-33.5% |
| Admin fee / account holder | $3,611 | $6,501-44.5% | $5,611-35.6% | $11,246-67.9% |