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 8-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 | $73,285 | $109,817-33.3% | $98,442-25.6% | $167,490-56.2% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 13.75% | 1956.69%-1942.9pp | 1492.73%-1479.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,486 | $3,224-53.9% | $2,960-49.8% | $4,837-69.3% |
| Participant deferral / active EE | $3,702 | $4,673-20.8% | $4,276-13.4% | $6,341-41.6% |
| Admin fee / account holder | $2,590 | $6,753-61.6% | $5,949-56.5% | $12,309-79.0% |