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 | $84,700 | $99,020-14.5% | $86,590-2.2% | $147,584-42.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 16.97% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $4,465 | $3,132+42.6% | $2,839+57.3% | $4,876-8.4% |
| Participant deferral / active EE | $4,884 | $3,972+23.0% | $3,609+35.4% | $5,439-10.2% |
| Admin fee / account holder | $758 | $5,710-86.7% | $4,906-84.6% | $10,885-93.0% |