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 | $95,446 | $109,817-13.1% | $98,442-3.0% | $167,490-43.0% |
| Participation rate | 93.8% | 75.8%+17.9pp | 73.3%+20.4pp | 82.1%+11.6pp |
| Annual return | 11.28% | 1956.69%-1945.4pp | 1492.73%-1481.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,505 | $3,224-22.3% | $2,960-15.4% | $4,837-48.2% |
| Participant deferral / active EE | $3,762 | $4,673-19.5% | $4,276-12.0% | $6,341-40.7% |
| Admin fee / account holder | $16,485 | $6,753+144.1% | $5,949+177.1% | $12,309+33.9% |