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 | $55,526 | $70,587-21.3% | $124,672-55.5% | $85,850-35.3% |
| Participation rate | 94.3% | 64.4%+29.9pp | 74.6%+19.7pp | 69.3%+25.0pp |
| Annual return | 17.88% | 20688.83%-20671.0pp | 5142.93%-5125.1pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,104 | $1,913-42.3% | $3,324-66.8% | $2,565-57.0% |
| Participant deferral / active EE | $5,291 | $2,969+78.2% | $4,614+14.7% | $3,952+33.9% |
| Admin fee / account holder | $588 | $5,282-88.9% | $7,493-92.1% | $6,260-90.6% |