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 | $39,291 | $57,281-31.4% | $86,612-54.6% | $75,163-47.7% |
| Participation rate | 78.4% | 63.2%+15.2pp | 71.7%+6.7pp | 67.2%+11.2pp |
| Annual return | 16.07% | 2670.75%-2654.7pp | 591.07%-575.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,807 | $2,314-21.9% | $3,022-40.2% | $2,670-32.3% |
| Participant deferral / active EE | $2,619 | $3,318-21.1% | $4,438-41.0% | $4,125-36.5% |
| Admin fee / account holder | $2,088 | $4,112-49.2% | $5,614-62.8% | $5,651-63.1% |