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 5-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 | $33,120 | $88,710-62.7% | $81,783-59.5% | $145,959-77.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 11.59% | 1027.26%-1015.7pp | 775.05%-763.5pp | 561.95%-550.4pp |
| Employer contribution / active EE | $3,435 | $3,083+11.4% | $2,913+17.9% | $4,661-26.3% |
| Participant deferral / active EE | $7,750 | $4,645+66.9% | $4,320+79.4% | $6,689+15.9% |
| Admin fee / account holder | $2,305 | $8,407-72.6% | $7,380-68.8% | $13,398-82.8% |