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 | $50,071 | $109,817-54.4% | $98,442-49.1% | $167,490-70.1% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 14.71% | 1956.69%-1942.0pp | 1492.73%-1478.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $946 | $3,224-70.7% | $2,960-68.0% | $4,837-80.4% |
| Participant deferral / active EE | $2,176 | $4,673-53.4% | $4,276-49.1% | $6,341-65.7% |
| Admin fee / account holder | $2,435 | $6,753-63.9% | $5,949-59.1% | $12,309-80.2% |