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 6-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 | $11,683 | $100,852-88.4% | $90,404-87.1% | $158,922-92.6% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 34.29% | 1724.20%-1689.9pp | 1293.02%-1258.7pp | 302.83%-268.5pp |
| Employer contribution / active EE | $1,970 | $3,689-46.6% | $3,262-39.6% | $4,761-58.6% |
| Participant deferral / active EE | $4,529 | $4,348+4.2% | $3,963+14.3% | $5,982-24.3% |
| Admin fee / account holder | $638 | $6,501-90.2% | $5,611-88.6% | $11,246-94.3% |