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 | $39,940 | $57,281-30.3% | $86,612-53.9% | $75,163-46.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.05% | 2670.75%-2656.7pp | 591.07%-577.0pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,959 | $2,314-15.4% | $3,022-35.2% | $2,670-26.6% |
| Participant deferral / active EE | $2,523 | $3,318-24.0% | $4,438-43.2% | $4,125-38.8% |
| Admin fee / account holder | $3,580 | $4,112-12.9% | $5,614-36.2% | $5,651-36.6% |