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 | $32,052 | $72,400-55.7% | $67,502-52.5% | $145,922-78.0% |
| Participation rate | 94.7% | 76.9%+17.9pp | 72.9%+21.9pp | 80.3%+14.5pp |
| Annual return | 14.37% | 7182.46%-7168.1pp | 3512.12%-3497.7pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,947 | $3,069-36.6% | $2,731-28.7% | $4,660-58.2% |
| Participant deferral / active EE | $4,346 | $4,783-9.1% | $4,000+8.7% | $6,688-35.0% |
| Admin fee / account holder | $3,124 | $5,539-43.6% | $3,998-21.9% | $13,397-76.7% |