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 | $46,719 | $99,020-52.8% | $86,590-46.0% | $147,584-68.3% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 23.78% | 1312.34%-1288.6pp | 964.84%-941.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $2,381 | $3,132-24.0% | $2,839-16.2% | $4,876-51.2% |
| Participant deferral / active EE | $4,450 | $3,972+12.0% | $3,609+23.3% | $5,439-18.2% |
| Admin fee / account holder | $1,803 | $5,710-68.4% | $4,906-63.3% | $10,885-83.4% |