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 | $111,992 | $100,852+11.0% | $90,404+23.9% | $158,922-29.5% |
| Participation rate | 76.5% | 75.0%+1.5pp | 72.7%+3.8pp | 82.0%-5.5pp |
| Annual return | 16.61% | 1724.20%-1707.6pp | 1293.02%-1276.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,062 | $3,689-44.1% | $3,262-36.8% | $4,761-56.7% |
| Participant deferral / active EE | $3,584 | $4,348-17.6% | $3,963-9.6% | $5,982-40.1% |
| Admin fee / account holder | $1,129 | $6,501-82.6% | $5,611-79.9% | $11,246-90.0% |