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 | $33,759 | $70,756-52.3% | $65,493-48.5% | $142,382-76.3% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 11.78% | 1754.89%-1743.1pp | 982.45%-970.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,447 | $2,881+19.7% | $2,574+33.9% | $4,299-19.8% |
| Participant deferral / active EE | $7,101 | $4,637+53.1% | $3,961+79.3% | $6,507+9.1% |
| Admin fee / account holder | $11,605 | $6,559+76.9% | $5,028+130.8% | $12,624-8.1% |