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 | $32,703 | $169,032-80.7% | $129,207-74.7% | $145,922-77.6% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 29.83% | 14330.11%-14300.3pp | 9417.33%-9387.5pp | 561.29%-531.5pp |
| Employer contribution / active EE | $1,589 | $5,537-71.3% | $4,153-61.7% | $4,660-65.9% |
| Participant deferral / active EE | $2,696 | $4,987-45.9% | $4,168-35.3% | $6,688-59.7% |
| Admin fee / account holder | $2,228 | $9,954-77.6% | $7,715-71.1% | $13,397-83.4% |