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 | $49,078 | $100,852-51.3% | $90,404-45.7% | $158,922-69.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 27.37% | 1724.20%-1696.8pp | 1293.02%-1265.6pp | 302.83%-275.5pp |
| Employer contribution / active EE | $3,421 | $3,689-7.2% | $3,262+4.9% | $4,761-28.1% |
| Participant deferral / active EE | $12,340 | $4,348+183.8% | $3,963+211.4% | $5,982+106.3% |
| Admin fee / account holder | $2,484 | $6,501-61.8% | $5,611-55.7% | $11,246-77.9% |