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 | $41,020 | $96,305-57.4% | $80,569-49.1% | $139,434-70.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.08% | 1350.08%-1333.0pp | 935.43%-918.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,244 | $3,262-0.6% | $2,723+19.1% | $4,751-31.7% |
| Participant deferral / active EE | $5,736 | $5,232+9.6% | $4,447+29.0% | $6,710-14.5% |
| Admin fee / account holder | $4,577 | $6,599-30.6% | $5,377-14.9% | $11,403-59.9% |