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 | $52,712 | $124,185-57.6% | $108,410-51.4% | $167,490-68.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 11.72% | 1379.64%-1367.9pp | 905.27%-893.6pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,618 | $4,187-61.4% | $3,558-54.5% | $4,837-66.6% |
| Participant deferral / active EE | $2,739 | $6,908-60.3% | $6,563-58.3% | $6,341-56.8% |
| Admin fee / account holder | $1,162 | $9,455-87.7% | $7,295-84.1% | $12,309-90.6% |