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 | $42,746 | $100,852-57.6% | $90,404-52.7% | $158,922-73.1% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.7%+6.3pp | 82.0%-3.0pp |
| Annual return | 13.76% | 1724.20%-1710.4pp | 1293.02%-1279.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,626 | $3,689-55.9% | $3,262-50.2% | $4,761-65.9% |
| Participant deferral / active EE | $3,741 | $4,348-14.0% | $3,963-5.6% | $5,982-37.5% |
| Admin fee / account holder | $570 | $6,501-91.2% | $5,611-89.8% | $11,246-94.9% |