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 | $62,581 | $169,032-63.0% | $129,207-51.6% | $145,922-57.1% |
| Participation rate | 91.7% | 76.4%+15.2pp | 69.6%+22.1pp | 80.3%+11.4pp |
| Annual return | 10.54% | 14330.11%-14319.6pp | 9417.33%-9406.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,869 | $5,537-66.2% | $4,153-55.0% | $4,660-59.9% |
| Participant deferral / active EE | $3,291 | $4,987-34.0% | $4,168-21.0% | $6,688-50.8% |
| Admin fee / account holder | $1,777 | $9,954-82.2% | $7,715-77.0% | $13,397-86.7% |