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 | $61,314 | $169,032-63.7% | $129,207-52.5% | $145,922-58.0% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 21.86% | 14330.11%-14308.3pp | 9417.33%-9395.5pp | 561.29%-539.4pp |
| Employer contribution / active EE | $3,834 | $5,537-30.7% | $4,153-7.7% | $4,660-17.7% |
| Participant deferral / active EE | $31,888 | $4,987+539.4% | $4,168+665.1% | $6,688+376.8% |
| Admin fee / account holder | $960 | $9,954-90.4% | $7,715-87.6% | $13,397-92.8% |