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 | $61,397 | $109,817-44.1% | $98,442-37.6% | $167,490-63.3% |
| Participation rate | 72.7% | 75.8%-3.1pp | 73.3%-0.6pp | 82.1%-9.4pp |
| Annual return | 11.13% | 1956.69%-1945.6pp | 1492.73%-1481.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $4,406 | $3,224+36.7% | $2,960+48.9% | $4,837-8.9% |
| Participant deferral / active EE | $8,323 | $4,673+78.1% | $4,276+94.6% | $6,341+31.3% |
| Admin fee / account holder | $1,648 | $6,753-75.6% | $5,949-72.3% | $12,309-86.6% |