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 | $84,511 | $109,817-23.0% | $98,442-14.2% | $167,490-49.5% |
| Participation rate | 81.3% | 75.8%+5.4pp | 73.3%+7.9pp | 82.1%-0.9pp |
| Annual return | 30.56% | 1956.69%-1926.1pp | 1492.73%-1462.2pp | 478.56%-448.0pp |
| Employer contribution / active EE | $2,423 | $3,224-24.8% | $2,960-18.1% | $4,837-49.9% |
| Participant deferral / active EE | $6,854 | $4,673+46.7% | $4,276+60.3% | $6,341+8.1% |
| Admin fee / account holder | $1,037 | $6,753-84.6% | $5,949-82.6% | $12,309-91.6% |