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 | $71,845 | $99,020-27.4% | $86,590-17.0% | $147,584-51.3% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 21.91% | 1312.34%-1290.4pp | 964.84%-942.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $3,795 | $3,132+21.2% | $2,839+33.7% | $4,876-22.2% |
| Participant deferral / active EE | $2,667 | $3,972-32.9% | $3,609-26.1% | $5,439-51.0% |
| Admin fee / account holder | $2,212 | $5,710-61.3% | $4,906-54.9% | $10,885-79.7% |