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 | $37,693 | $131,829-71.4% | $108,579-65.3% | $273,961-86.2% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.6%+15.4pp | 83.0%+12.0pp |
| Annual return | 943.57% | -91.57%+1035.1pp | -51.70%+995.3pp | 41.45%+902.1pp |
| Employer contribution / active EE | $1,430 | $4,912-70.9% | $3,758-61.9% | $4,869-70.6% |
| Participant deferral / active EE | $3,383 | $5,127-34.0% | $4,311-21.5% | $5,287-36.0% |
| Admin fee / account holder | $2,837 | $10,252-72.3% | $7,645-62.9% | $10,132-72.0% |