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 | $23,993 | $99,020-75.8% | $86,590-72.3% | $147,584-83.7% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 30.75% | 1312.34%-1281.6pp | 964.84%-934.1pp | 578.55%-547.8pp |
| Employer contribution / active EE | $1,338 | $3,132-57.3% | $2,839-52.9% | $4,876-72.6% |
| Participant deferral / active EE | $1,464 | $3,972-63.1% | $3,609-59.4% | $5,439-73.1% |
| Admin fee / account holder | $1,933 | $5,710-66.2% | $4,906-60.6% | $10,885-82.2% |