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 | $77,324 | $99,020-21.9% | $86,590-10.7% | $147,584-47.6% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 19.71% | 1312.34%-1292.6pp | 964.84%-945.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $790 | $3,132-74.8% | $2,839-72.2% | $4,876-83.8% |
| Participant deferral / active EE | $1,580 | $3,972-60.2% | $3,609-56.2% | $5,439-71.0% |
| Admin fee / account holder | $425 | $5,710-92.5% | $4,906-91.3% | $10,885-96.1% |