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 | $43,939 | $100,852-56.4% | $90,404-51.4% | $158,922-72.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 11.26% | 1724.20%-1712.9pp | 1293.02%-1281.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $749 | $3,689-79.7% | $3,262-77.1% | $4,761-84.3% |
| Participant deferral / active EE | $4,620 | $4,348+6.3% | $3,963+16.6% | $5,982-22.8% |
| Admin fee / account holder | $2,742 | $6,501-57.8% | $5,611-51.1% | $11,246-75.6% |