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 | $41,393 | $70,756-41.5% | $65,493-36.8% | $142,382-70.9% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 14.54% | 1754.89%-1740.4pp | 982.45%-967.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,896 | $2,881+0.6% | $2,574+12.5% | $4,299-32.6% |
| Participant deferral / active EE | $2,908 | $4,637-37.3% | $3,961-26.6% | $6,507-55.3% |
| Admin fee / account holder | $1,493 | $6,559-77.2% | $5,028-70.3% | $12,624-88.2% |