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 | $48,268 | $70,587-31.6% | $124,672-61.3% | $85,850-43.8% |
| Participation rate | 78.5% | 64.4%+14.0pp | 74.6%+3.9pp | 69.3%+9.1pp |
| Annual return | 14.83% | 20688.83%-20674.0pp | 5142.93%-5128.1pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,385 | $1,913-27.6% | $3,324-58.3% | $2,565-46.0% |
| Participant deferral / active EE | $2,832 | $2,969-4.6% | $4,614-38.6% | $3,952-28.3% |
| Admin fee / account holder | $679 | $5,282-87.2% | $7,493-90.9% | $6,260-89.2% |