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 | $84,308 | $176,662-52.3% | $130,648-35.5% | $152,861-44.8% |
| Participation rate | 78.6% | 79.0%-0.4pp | 71.7%+6.8pp | 82.4%-3.9pp |
| Annual return | 20.21% | 2692.24%-2672.0pp | 1708.96%-1688.8pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,387 | $5,742-75.8% | $4,092-66.1% | $4,762-70.9% |
| Participant deferral / active EE | $4,551 | $4,361+4.3% | $3,603+26.3% | $5,850-22.2% |
| Admin fee / account holder | $22,385 | $7,133+213.8% | $5,464+309.6% | $11,596+93.0% |