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 | $29,273 | $156,846-81.3% | $121,098-75.8% | $139,434-79.0% |
| Participation rate | 76.2% | 76.4%-0.2pp | 69.5%+6.7pp | 80.3%-4.1pp |
| Annual return | 41.23% | 1474.56%-1433.3pp | 985.75%-944.5pp | 372.94%-331.7pp |
| Employer contribution / active EE | $842 | $5,536-84.8% | $4,164-79.8% | $4,751-82.3% |
| Participant deferral / active EE | $2,928 | $4,844-39.6% | $4,080-28.2% | $6,710-56.4% |
| Admin fee / account holder | $1,860 | $6,946-73.2% | $5,644-67.0% | $11,403-83.7% |