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 | $43,607 | $102,604-57.5% | $86,188-49.4% | $139,434-68.7% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.0%+26.0pp | 80.3%+14.7pp |
| Annual return | 9.43% | 1922.51%-1913.1pp | 1168.45%-1159.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $1,739 | $3,032-42.7% | $2,380-26.9% | $4,751-63.4% |
| Participant deferral / active EE | $4,938 | $4,676+5.6% | $3,985+23.9% | $6,710-26.4% |
| Admin fee / account holder | $1,455 | $8,657-83.2% | $6,852-78.8% | $11,403-87.2% |