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 | $40,394 | $53,516-24.5% | $126,539-68.1% | $84,808-52.4% |
| Participation rate | 98.4% | 58.2%+40.1pp | 69.8%+28.5pp | 68.3%+30.0pp |
| Annual return | 14.42% | 58.34%-43.9pp | 425.95%-411.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,582 | $1,535+3.1% | $3,674-56.9% | $2,631-39.9% |
| Participant deferral / active EE | $1,592 | $2,671-40.4% | $4,083-61.0% | $4,212-62.2% |
| Admin fee / account holder | $1,915 | $4,497-57.4% | $6,065-68.4% | $7,344-73.9% |