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 | $53,594 | $109,817-51.2% | $98,442-45.6% | $167,490-68.0% |
| Participation rate | 86.4% | 75.8%+10.5pp | 73.3%+13.0pp | 82.1%+4.3pp |
| Annual return | 15.52% | 1956.69%-1941.2pp | 1492.73%-1477.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,079 | $3,224-66.5% | $2,960-63.6% | $4,837-77.7% |
| Participant deferral / active EE | $2,337 | $4,673-50.0% | $4,276-45.4% | $6,341-63.2% |
| Admin fee / account holder | $1,674 | $6,753-75.2% | $5,949-71.9% | $12,309-86.4% |