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 | $56,119 | $109,817-48.9% | $98,442-43.0% | $167,490-66.5% |
| Participation rate | 86.7% | 75.8%+10.8pp | 73.3%+13.3pp | 82.1%+4.6pp |
| Annual return | 17.25% | 1956.69%-1939.4pp | 1492.73%-1475.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $3,293 | $3,224+2.1% | $2,960+11.3% | $4,837-31.9% |
| Participant deferral / active EE | $8,680 | $4,673+85.7% | $4,276+103.0% | $6,341+36.9% |
| Admin fee / account holder | $452 | $6,753-93.3% | $5,949-92.4% | $12,309-96.3% |