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 | $21,445 | $99,020-78.3% | $86,590-75.2% | $147,584-85.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 22.37% | 1312.34%-1290.0pp | 964.84%-942.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,255 | $3,132-28.0% | $2,839-20.6% | $4,876-53.8% |
| Participant deferral / active EE | $3,050 | $3,972-23.2% | $3,609-15.5% | $5,439-43.9% |
| Admin fee / account holder | $5,298 | $5,710-7.2% | $4,906+8.0% | $10,885-51.3% |