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 | $70,223 | $109,817-36.1% | $98,442-28.7% | $167,490-58.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 14.50% | 1956.69%-1942.2pp | 1492.73%-1478.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,386 | $3,224+5.0% | $2,960+14.4% | $4,837-30.0% |
| Participant deferral / active EE | $1,293 | $4,673-72.3% | $4,276-69.8% | $6,341-79.6% |
| Admin fee / account holder | $317 | $6,753-95.3% | $5,949-94.7% | $12,309-97.4% |