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 | $58,018 | $102,604-43.5% | $86,188-32.7% | $139,434-58.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 14.79% | 1922.51%-1907.7pp | 1168.45%-1153.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,460 | $3,032-51.9% | $2,380-38.7% | $4,751-69.3% |
| Participant deferral / active EE | $3,471 | $4,676-25.8% | $3,985-12.9% | $6,710-48.3% |
| Admin fee / account holder | $2,076 | $8,657-76.0% | $6,852-69.7% | $11,403-81.8% |