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 | $49,704 | $109,817-54.7% | $98,442-49.5% | $167,490-70.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 15.87% | 1956.69%-1940.8pp | 1492.73%-1476.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $4,426 | $3,224+37.3% | $2,960+49.5% | $4,837-8.5% |
| Participant deferral / active EE | $4,656 | $4,673-0.4% | $4,276+8.9% | $6,341-26.6% |
| Admin fee / account holder | $953 | $6,753-85.9% | $5,949-84.0% | $12,309-92.3% |