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 | $49,610 | $101,317-51.0% | $146,958-66.2% | $74,495-33.4% |
| Participation rate | 93.4% | 75.5%+17.9pp | 82.2%+11.3pp | 67.2%+26.2pp |
| Annual return | 79.45% | 8730.91%-8651.5pp | 418.34%-338.9pp | 1364.94%-1285.5pp |
| Employer contribution / active EE | $2,651 | $3,810-30.4% | $4,933-46.3% | $2,623+1.1% |
| Participant deferral / active EE | $7,929 | $7,303+8.6% | $8,070-1.8% | $4,346+82.4% |
| Admin fee / account holder | $2,505 | $1,739+44.0% | $12,998-80.7% | $1,942+29.0% |