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 | $43,374 | $109,817-60.5% | $98,442-55.9% | $167,490-74.1% |
| Participation rate | 87.0% | 75.8%+11.1pp | 73.3%+13.6pp | 82.1%+4.9pp |
| Annual return | 17.62% | 1956.69%-1939.1pp | 1492.73%-1475.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,296 | $3,224-28.8% | $2,960-22.4% | $4,837-52.5% |
| Participant deferral / active EE | $3,453 | $4,673-26.1% | $4,276-19.2% | $6,341-45.5% |
| Admin fee / account holder | $2,502 | $6,753-63.0% | $5,949-57.9% | $12,309-79.7% |