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 | $52,357 | $100,852-48.1% | $90,404-42.1% | $158,922-67.1% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.7pp | 82.0%-8.6pp |
| Annual return | 15.63% | 1724.20%-1708.6pp | 1293.02%-1277.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,186 | $3,689-40.7% | $3,262-33.0% | $4,761-54.1% |
| Participant deferral / active EE | $4,306 | $4,348-1.0% | $3,963+8.7% | $5,982-28.0% |
| Admin fee / account holder | $2,944 | $6,501-54.7% | $5,611-47.5% | $11,246-73.8% |