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 | $80,566 | $102,604-21.5% | $86,188-6.5% | $139,434-42.2% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 14.72% | 1922.51%-1907.8pp | 1168.45%-1153.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,211 | $3,032-27.1% | $2,380-7.1% | $4,751-53.5% |
| Participant deferral / active EE | $8,632 | $4,676+84.6% | $3,985+116.6% | $6,710+28.6% |
| Admin fee / account holder | $910 | $8,657-89.5% | $6,852-86.7% | $11,403-92.0% |