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 | $33,463 | $88,751-62.3% | $81,812-59.1% | $145,922-77.1% |
| Participation rate | 73.9% | 75.0%-1.1pp | 72.3%+1.6pp | 80.3%-6.4pp |
| Annual return | 11.27% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,887 | $3,083-38.8% | $2,912-35.2% | $4,660-59.5% |
| Participant deferral / active EE | $3,944 | $4,643-15.0% | $4,319-8.7% | $6,688-41.0% |
| Admin fee / account holder | $10,011 | $8,415+19.0% | $7,386+35.5% | $13,397-25.3% |