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 | $17,806 | $100,852-82.3% | $90,404-80.3% | $158,922-88.8% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 25.29% | 1724.20%-1698.9pp | 1293.02%-1267.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $2,386 | $3,689-35.3% | $3,262-26.9% | $4,761-49.9% |
| Participant deferral / active EE | $2,856 | $4,348-34.3% | $3,963-27.9% | $5,982-52.3% |
| Admin fee / account holder | $1,597 | $6,501-75.4% | $5,611-71.5% | $11,246-85.8% |