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 | $55,749 | $100,852-44.7% | $90,404-38.3% | $158,922-64.9% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.7%+13.7pp | 82.0%+4.4pp |
| Annual return | 13.14% | 1724.20%-1711.1pp | 1293.02%-1279.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,229 | $3,689-66.7% | $3,262-62.3% | $4,761-74.2% |
| Participant deferral / active EE | $3,236 | $4,348-25.6% | $3,963-18.3% | $5,982-45.9% |
| Admin fee / account holder | $4,408 | $6,501-32.2% | $5,611-21.4% | $11,246-60.8% |