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 | $46,805 | $57,281-18.3% | $86,612-46.0% | $75,163-37.7% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 34.29% | 2670.75%-2636.5pp | 591.07%-556.8pp | 160.62%-126.3pp |
| Employer contribution / active EE | $2,182 | $2,314-5.7% | $3,022-27.8% | $2,670-18.3% |
| Participant deferral / active EE | $3,782 | $3,318+14.0% | $4,438-14.8% | $4,125-8.3% |
| Admin fee / account holder | $1,317 | $4,112-68.0% | $5,614-76.5% | $5,651-76.7% |