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 | $74,061 | $97,757-24.2% | $83,848-11.7% | $135,375-45.3% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 5.76% | 1287.37%-1281.6pp | 850.88%-845.1pp | 519.73%-514.0pp |
| Employer contribution / active EE | $2,514 | $4,222-40.4% | $3,631-30.7% | $4,779-47.4% |
| Participant deferral / active EE | $5,936 | $4,682+26.8% | $4,082+45.4% | $5,609+5.8% |
| Admin fee / account holder | $15,936 | $6,674+138.8% | $5,478+190.9% | $10,827+47.2% |