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 | $32,966 | $100,852-67.3% | $90,404-63.5% | $158,922-79.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 5.89% | 1724.20%-1718.3pp | 1293.02%-1287.1pp | 302.83%-296.9pp |
| Employer contribution / active EE | $1,660 | $3,689-55.0% | $3,262-49.1% | $4,761-65.1% |
| Participant deferral / active EE | $2,476 | $4,348-43.0% | $3,963-37.5% | $5,982-58.6% |
| Admin fee / account holder | $5,050 | $6,501-22.3% | $5,611-10.0% | $11,246-55.1% |