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 9-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 | $70,324 | $102,604-31.5% | $86,188-18.4% | $139,434-49.6% |
| Participation rate | 85.0% | 74.5%+10.5pp | 69.0%+16.0pp | 80.3%+4.7pp |
| Annual return | 17.55% | 1922.51%-1905.0pp | 1168.45%-1150.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,005 | $3,032-33.9% | $2,380-15.8% | $4,751-57.8% |
| Participant deferral / active EE | $3,014 | $4,676-35.5% | $3,985-24.4% | $6,710-55.1% |
| Admin fee / account holder | $1,654 | $8,657-80.9% | $6,852-75.9% | $11,403-85.5% |