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 | $54,402 | $99,020-45.1% | $86,590-37.2% | $147,584-63.1% |
| Participation rate | 73.3% | 76.3%-3.0pp | 73.5%-0.2pp | 82.8%-9.5pp |
| Annual return | 27.30% | 1312.34%-1285.0pp | 964.84%-937.5pp | 578.55%-551.2pp |
| Employer contribution / active EE | $795 | $3,132-74.6% | $2,839-72.0% | $4,876-83.7% |
| Participant deferral / active EE | $2,019 | $3,972-49.2% | $3,609-44.1% | $5,439-62.9% |
| Admin fee / account holder | $7,631 | $5,710+33.6% | $4,906+55.6% | $10,885-29.9% |