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 | $64,232 | $109,817-41.5% | $98,442-34.8% | $167,490-61.7% |
| Participation rate | 86.4% | 75.8%+10.5pp | 73.3%+13.0pp | 82.1%+4.3pp |
| Annual return | 14.08% | 1956.69%-1942.6pp | 1492.73%-1478.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,321 | $3,224-28.0% | $2,960-21.6% | $4,837-52.0% |
| Participant deferral / active EE | $9,992 | $4,673+113.8% | $4,276+133.7% | $6,341+57.6% |
| Admin fee / account holder | $1,208 | $6,753-82.1% | $5,949-79.7% | $12,309-90.2% |