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 3-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 | $31,301 | $72,400-56.8% | $67,502-53.6% | $145,922-78.5% |
| Participation rate | 76.5% | 76.9%-0.4pp | 72.9%+3.6pp | 80.3%-3.8pp |
| Annual return | 16.67% | 7182.46%-7165.8pp | 3512.12%-3495.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,526 | $3,069+14.9% | $2,731+29.1% | $4,660-24.3% |
| Participant deferral / active EE | $5,442 | $4,783+13.8% | $4,000+36.1% | $6,688-18.6% |
| Admin fee / account holder | $736 | $5,539-86.7% | $3,998-81.6% | $13,397-94.5% |