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 | $40,951 | $109,327-62.5% | $89,391-54.2% | $158,922-74.2% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 20.62% | 345.68%-325.1pp | 245.62%-225.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $991 | $3,170-68.7% | $2,586-61.7% | $4,761-79.2% |
| Participant deferral / active EE | $1,880 | $4,598-59.1% | $3,890-51.7% | $5,982-68.6% |
| Admin fee / account holder | $2,470 | $6,153-59.9% | $4,881-49.4% | $11,246-78.0% |