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 | $63,750 | $99,020-35.6% | $86,590-26.4% | $147,584-56.8% |
| Participation rate | 73.9% | 76.3%-2.4pp | 73.5%+0.4pp | 82.8%-8.9pp |
| Annual return | 18.84% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $4,974 | $3,132+58.8% | $2,839+75.2% | $4,876+2.0% |
| Participant deferral / active EE | $7,952 | $3,972+100.2% | $3,609+120.4% | $5,439+46.2% |
| Admin fee / account holder | $5,807 | $5,710+1.7% | $4,906+18.4% | $10,885-46.7% |