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 | $56,519 | $109,817-48.5% | $98,442-42.6% | $167,490-66.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 13.90% | 1956.69%-1942.8pp | 1492.73%-1478.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,280 | $3,224-60.3% | $2,960-56.8% | $4,837-73.5% |
| Participant deferral / active EE | $2,020 | $4,673-56.8% | $4,276-52.8% | $6,341-68.1% |
| Admin fee / account holder | $3,448 | $6,753-48.9% | $5,949-42.1% | $12,309-72.0% |