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 8-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 | $42,087 | $100,852-58.3% | $90,404-53.4% | $158,922-73.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 20.89% | 1724.20%-1703.3pp | 1293.02%-1272.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $9,971 | $3,689+170.3% | $3,262+205.7% | $4,761+109.4% |
| Participant deferral / active EE | $11,030 | $4,348+153.7% | $3,963+178.3% | $5,982+84.4% |
| Admin fee / account holder | $591 | $6,501-90.9% | $5,611-89.5% | $11,246-94.7% |