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 | $45,333 | $109,817-58.7% | $98,442-53.9% | $167,490-72.9% |
| Participation rate | 84.2% | 75.8%+8.4pp | 73.3%+10.9pp | 82.1%+2.1pp |
| Annual return | 18.71% | 1956.69%-1938.0pp | 1492.73%-1474.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,000 | $3,224-69.0% | $2,960-66.2% | $4,837-79.3% |
| Participant deferral / active EE | $4,307 | $4,673-7.8% | $4,276+0.7% | $6,341-32.1% |
| Admin fee / account holder | $7,141 | $6,753+5.8% | $5,949+20.0% | $12,309-42.0% |