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 | $79,812 | $100,852-20.9% | $90,404-11.7% | $158,922-49.8% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.7%+22.8pp | 82.0%+13.5pp |
| Annual return | 15.60% | 1724.20%-1708.6pp | 1293.02%-1277.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,491 | $3,689-5.3% | $3,262+7.0% | $4,761-26.7% |
| Participant deferral / active EE | $10,103 | $4,348+132.4% | $3,963+154.9% | $5,982+68.9% |
| Admin fee / account holder | $1,391 | $6,501-78.6% | $5,611-75.2% | $11,246-87.6% |