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 | $76,515 | $100,852-24.1% | $90,404-15.4% | $158,922-51.9% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.7%+6.5pp | 82.0%-2.8pp |
| Annual return | 10.18% | 1724.20%-1714.0pp | 1293.02%-1282.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,604 | $3,689-29.4% | $3,262-20.2% | $4,761-45.3% |
| Participant deferral / active EE | $3,882 | $4,348-10.7% | $3,963-2.1% | $5,982-35.1% |
| Admin fee / account holder | $10,356 | $6,501+59.3% | $5,611+84.6% | $11,246-7.9% |