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 | $57,312 | $99,020-42.1% | $86,590-33.8% | $147,584-61.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 16.39% | 1312.34%-1295.9pp | 964.84%-948.4pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,509 | $3,132-19.9% | $2,839-11.6% | $4,876-48.6% |
| Participant deferral / active EE | $8,998 | $3,972+126.5% | $3,609+149.3% | $5,439+65.4% |
| Admin fee / account holder | $475 | $5,710-91.7% | $4,906-90.3% | $10,885-95.6% |