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 | $35,854 | $101,499-64.7% | $147,005-75.6% | $74,546-51.9% |
| Participation rate | 94.4% | 75.5%+18.9pp | 82.2%+12.2pp | 67.2%+27.2pp |
| Annual return | 12.98% | 8732.34%-8719.4pp | 418.76%-405.8pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $1,588 | $3,811-58.3% | $4,934-67.8% | $2,624-39.5% |
| Participant deferral / active EE | $3,617 | $7,304-50.5% | $8,070-55.2% | $4,347-16.8% |
| Admin fee / account holder | $733 | $1,748-58.0% | $13,006-94.4% | $1,944-62.3% |