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 | $60,097 | $100,852-40.4% | $90,404-33.5% | $158,922-62.2% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 17.63% | 1724.20%-1706.6pp | 1293.02%-1275.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $3,747 | $3,689+1.6% | $3,262+14.9% | $4,761-21.3% |
| Participant deferral / active EE | $4,318 | $4,348-0.7% | $3,963+9.0% | $5,982-27.8% |
| Admin fee / account holder | $2,403 | $6,501-63.0% | $5,611-57.2% | $11,246-78.6% |