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 | $18,121 | $109,817-83.5% | $98,442-81.6% | $167,490-89.2% |
| Participation rate | 86.7% | 75.8%+10.8pp | 73.3%+13.3pp | 82.1%+4.6pp |
| Annual return | 9.34% | 1956.69%-1947.3pp | 1492.73%-1483.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,662 | $3,224-48.4% | $2,960-43.8% | $4,837-65.6% |
| Participant deferral / active EE | $3,323 | $4,673-28.9% | $4,276-22.3% | $6,341-47.6% |
| Admin fee / account holder | $9,430 | $6,753+39.7% | $5,949+58.5% | $12,309-23.4% |