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 | $107,351 | $169,161-36.5% | $129,295-17.0% | $145,959-26.5% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 12.77% | 14348.07%-14335.3pp | 9429.28%-9416.5pp | 561.95%-549.2pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,742 | $4,989-45.0% | $4,169-34.2% | $6,689-59.0% |
| Admin fee / account holder | $498 | $9,878-95.0% | $7,665-93.5% | $13,398-96.3% |