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 5-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 | $25,589 | $72,400-64.7% | $67,502-62.1% | $145,922-82.5% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 9.84% | 7182.46%-7172.6pp | 3512.12%-3502.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,299 | $3,069-57.7% | $2,731-52.4% | $4,660-72.1% |
| Participant deferral / active EE | $3,342 | $4,783-30.1% | $4,000-16.4% | $6,688-50.0% |
| Admin fee / account holder | $3,133 | $5,539-43.4% | $3,998-21.6% | $13,397-76.6% |