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 | $36,797 | $70,756-48.0% | $65,493-43.8% | $142,382-74.2% |
| Participation rate | 86.4% | 77.4%+9.0pp | 73.1%+13.3pp | 80.1%+6.2pp |
| Annual return | 14.73% | 1754.89%-1740.2pp | 982.45%-967.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,399 | $2,881-51.5% | $2,574-45.7% | $4,299-67.5% |
| Participant deferral / active EE | $2,141 | $4,637-53.8% | $3,961-45.9% | $6,507-67.1% |
| Admin fee / account holder | $1,044 | $6,559-84.1% | $5,028-79.2% | $12,624-91.7% |