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 | $54,269 | $99,020-45.2% | $86,590-37.3% | $147,584-63.2% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 18.76% | 1312.34%-1293.6pp | 964.84%-946.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,575 | $3,132-49.7% | $2,839-44.5% | $4,876-67.7% |
| Participant deferral / active EE | $1,670 | $3,972-58.0% | $3,609-53.7% | $5,439-69.3% |
| Admin fee / account holder | $1,088 | $5,710-80.9% | $4,906-77.8% | $10,885-90.0% |