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 9-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 | $48,598 | $109,817-55.7% | $98,442-50.6% | $167,490-71.0% |
| Participation rate | 73.3% | 75.8%-2.5pp | 73.3%0pp | 82.1%-8.8pp |
| Annual return | 12.86% | 1956.69%-1943.8pp | 1492.73%-1479.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $701 | $3,224-78.3% | $2,960-76.3% | $4,837-85.5% |
| Participant deferral / active EE | $3,954 | $4,673-15.4% | $4,276-7.5% | $6,341-37.6% |
| Admin fee / account holder | $705 | $6,753-89.6% | $5,949-88.1% | $12,309-94.3% |