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 | $32,569 | $176,662-81.6% | $130,648-75.1% | $152,861-78.7% |
| Participation rate | 91.7% | 79.0%+12.7pp | 71.7%+19.9pp | 82.4%+9.2pp |
| Annual return | 16.55% | 2692.24%-2675.7pp | 1708.96%-1692.4pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,139 | $5,742-62.8% | $4,092-47.7% | $4,762-55.1% |
| Participant deferral / active EE | $3,662 | $4,361-16.0% | $3,603+1.6% | $5,850-37.4% |
| Admin fee / account holder | $9,662 | $7,133+35.5% | $5,464+76.8% | $11,596-16.7% |