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 | $63,689 | $180,749-64.8% | $160,784-60.4% | $137,256-53.6% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 21.71% | 2234.46%-2212.8pp | 1803.92%-1782.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,134 | $4,155-48.6% | $3,733-42.8% | $4,156-48.6% |
| Participant deferral / active EE | $12,767 | $6,844+86.5% | $6,293+102.9% | $6,407+99.3% |
| Admin fee / account holder | $343 | $10,397-96.7% | $9,717-96.5% | $12,270-97.2% |