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 | $38,979 | $70,756-44.9% | $65,493-40.5% | $142,382-72.6% |
| Participation rate | 79.2% | 77.4%+1.8pp | 73.1%+6.1pp | 80.1%-1.0pp |
| Annual return | 14.69% | 1754.89%-1740.2pp | 982.45%-967.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,763 | $2,881-4.1% | $2,574+7.3% | $4,299-35.7% |
| Participant deferral / active EE | $1,454 | $4,637-68.6% | $3,961-63.3% | $6,507-77.7% |
| Admin fee / account holder | $3,486 | $6,559-46.8% | $5,028-30.7% | $12,624-72.4% |