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 | $38,459 | $155,788-75.3% | $124,672-69.2% | $167,490-77.0% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 13.29% | 17.97%-4.7pp | 5142.93%-5129.6pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,803 | $4,163-8.6% | $3,324+14.4% | $4,837-21.4% |
| Participant deferral / active EE | $5,558 | $5,673-2.0% | $4,614+20.5% | $6,341-12.4% |
| Admin fee / account holder | $547 | $9,531-94.3% | $7,493-92.7% | $12,309-95.6% |