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 | $19,485 | $99,020-80.3% | $86,590-77.5% | $147,584-86.8% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 29.83% | 1312.34%-1282.5pp | 964.84%-935.0pp | 578.55%-548.7pp |
| Employer contribution / active EE | $1,434 | $3,132-54.2% | $2,839-49.5% | $4,876-70.6% |
| Participant deferral / active EE | $4,100 | $3,972+3.2% | $3,609+13.6% | $5,439-24.6% |
| Admin fee / account holder | $497 | $5,710-91.3% | $4,906-89.9% | $10,885-95.4% |