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 | $41,491 | $176,662-76.5% | $130,648-68.2% | $152,861-72.9% |
| Participation rate | 90.0% | 79.0%+11.0pp | 71.7%+18.3pp | 82.4%+7.6pp |
| Annual return | 28.22% | 2692.24%-2664.0pp | 1708.96%-1680.7pp | 345.32%-317.1pp |
| Employer contribution / active EE | $7,792 | $5,742+35.7% | $4,092+90.4% | $4,762+63.6% |
| Participant deferral / active EE | $4,428 | $4,361+1.5% | $3,603+22.9% | $5,850-24.3% |
| Admin fee / account holder | $1,170 | $7,133-83.6% | $5,464-78.6% | $11,596-89.9% |