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 | $47,403 | $101,499-53.3% | $147,005-67.8% | $74,546-36.4% |
| Participation rate | 86.7% | 75.5%+11.1pp | 82.2%+4.5pp | 67.2%+19.5pp |
| Annual return | 20.34% | 8732.34%-8712.0pp | 418.76%-398.4pp | 1366.03%-1345.7pp |
| Employer contribution / active EE | $3,769 | $3,811-1.1% | $4,934-23.6% | $2,624+43.6% |
| Participant deferral / active EE | $7,884 | $7,304+7.9% | $8,070-2.3% | $4,347+81.3% |
| Admin fee / account holder | $740 | $1,748-57.7% | $13,006-94.3% | $1,944-61.9% |