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 | $79,176 | $68,097+16.3% | $62,929+25.8% | $137,256-42.3% |
| Participation rate | 73.3% | 77.4%-4.1pp | 73.1%+0.2pp | 80.0%-6.6pp |
| Annual return | 11.88% | 1859.11%-1847.2pp | 1063.93%-1052.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,755 | $2,811-37.6% | $2,505-29.9% | $4,156-57.8% |
| Participant deferral / active EE | $3,789 | $4,553-16.8% | $3,888-2.5% | $6,407-40.9% |
| Admin fee / account holder | $596 | $6,521-90.9% | $5,065-88.2% | $12,270-95.1% |