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 | $57,568 | $109,817-47.6% | $98,442-41.5% | $167,490-65.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 20.57% | 1956.69%-1936.1pp | 1492.73%-1472.2pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,200 | $3,224-62.8% | $2,960-59.5% | $4,837-75.2% |
| Participant deferral / active EE | $2,504 | $4,673-46.4% | $4,276-41.4% | $6,341-60.5% |
| Admin fee / account holder | $639 | $6,753-90.5% | $5,949-89.3% | $12,309-94.8% |