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 | $43,745 | $97,757-55.3% | $83,848-47.8% | $135,375-67.7% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | 11.55% | 1287.37%-1275.8pp | 850.88%-839.3pp | 519.73%-508.2pp |
| Employer contribution / active EE | $1,945 | $4,222-53.9% | $3,631-46.4% | $4,779-59.3% |
| Participant deferral / active EE | $4,287 | $4,682-8.4% | $4,082+5.0% | $5,609-23.6% |
| Admin fee / account holder | $8,861 | $6,674+32.8% | $5,478+61.7% | $10,827-18.2% |