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 | $48,012 | $99,020-51.5% | $86,590-44.6% | $147,584-67.5% |
| Participation rate | 79.2% | 76.3%+2.8pp | 73.5%+5.6pp | 82.8%-3.7pp |
| Annual return | 15.38% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,174 | $3,132-62.5% | $2,839-58.7% | $4,876-75.9% |
| Participant deferral / active EE | $3,495 | $3,972-12.0% | $3,609-3.1% | $5,439-35.7% |
| Admin fee / account holder | $1,113 | $5,710-80.5% | $4,906-77.3% | $10,885-89.8% |