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 | $70,464 | $100,852-30.1% | $90,404-22.1% | $158,922-55.7% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.7%+22.8pp | 82.0%+13.5pp |
| Annual return | 13.23% | 1724.20%-1711.0pp | 1293.02%-1279.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,815 | $3,689-23.7% | $3,262-13.7% | $4,761-40.9% |
| Participant deferral / active EE | $4,084 | $4,348-6.1% | $3,963+3.1% | $5,982-31.7% |
| Admin fee / account holder | $1,070 | $6,501-83.5% | $5,611-80.9% | $11,246-90.5% |