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 | $56,033 | $99,020-43.4% | $86,590-35.3% | $147,584-62.0% |
| Participation rate | 70.6% | 76.3%-5.8pp | 73.5%-3.0pp | 82.8%-12.2pp |
| Annual return | 16.03% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $264 | $3,132-91.6% | $2,839-90.7% | $4,876-94.6% |
| Participant deferral / active EE | $1,700 | $3,972-57.2% | $3,609-52.9% | $5,439-68.7% |
| Admin fee / account holder | $817 | $5,710-85.7% | $4,906-83.3% | $10,885-92.5% |