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 | $41,785 | $57,281-27.1% | $86,612-51.8% | $75,163-44.4% |
| Participation rate | 97.3% | 63.2%+34.1pp | 71.7%+25.6pp | 67.2%+30.1pp |
| Annual return | 16.91% | 2670.75%-2653.8pp | 591.07%-574.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,124 | $2,314-8.2% | $3,022-29.7% | $2,670-20.4% |
| Participant deferral / active EE | $5,010 | $3,318+51.0% | $4,438+12.9% | $4,125+21.4% |
| Admin fee / account holder | $1,475 | $4,112-64.1% | $5,614-73.7% | $5,651-73.9% |