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 | $56,826 | $109,817-48.3% | $98,442-42.3% | $167,490-66.1% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 13.57% | 1956.69%-1943.1pp | 1492.73%-1479.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,264 | $3,224+1.2% | $2,960+10.3% | $4,837-32.5% |
| Participant deferral / active EE | $5,451 | $4,673+16.7% | $4,276+27.5% | $6,341-14.0% |
| Admin fee / account holder | $2,431 | $6,753-64.0% | $5,949-59.1% | $12,309-80.2% |