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 | $58,804 | $96,305-38.9% | $80,569-27.0% | $139,434-57.8% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 19.79% | 1350.08%-1330.3pp | 935.43%-915.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,269 | $3,262-61.1% | $2,723-53.4% | $4,751-73.3% |
| Participant deferral / active EE | $2,555 | $5,232-51.2% | $4,447-42.6% | $6,710-61.9% |
| Admin fee / account holder | $2,103 | $6,599-68.1% | $5,377-60.9% | $11,403-81.6% |