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 | $60,464 | $109,817-44.9% | $98,442-38.6% | $167,490-63.9% |
| Participation rate | 82.4% | 75.8%+6.5pp | 73.3%+9.0pp | 82.1%+0.2pp |
| Annual return | 17.82% | 1956.69%-1938.9pp | 1492.73%-1474.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $4,932 | $3,224+53.0% | $2,960+66.7% | $4,837+2.0% |
| Participant deferral / active EE | $9,122 | $4,673+95.2% | $4,276+113.3% | $6,341+43.8% |
| Admin fee / account holder | $866 | $6,753-87.2% | $5,949-85.4% | $12,309-93.0% |