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 | $66,333 | $100,852-34.2% | $90,404-26.6% | $158,922-58.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.25% | 1724.20%-1712.0pp | 1293.02%-1280.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,916 | $3,689+33.3% | $3,262+50.7% | $4,761+3.2% |
| Participant deferral / active EE | $3,168 | $4,348-27.1% | $3,963-20.1% | $5,982-47.0% |
| Admin fee / account holder | $3,803 | $6,501-41.5% | $5,611-32.2% | $11,246-66.2% |