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 | $46,876 | $72,071-35.0% | $68,368-31.4% | $137,256-65.8% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 13.80% | 353.14%-339.3pp | 292.57%-278.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,113 | $2,788-24.2% | $2,649-20.2% | $4,156-49.2% |
| Participant deferral / active EE | $2,787 | $4,410-36.8% | $4,123-32.4% | $6,407-56.5% |
| Admin fee / account holder | $1,002 | $5,336-81.2% | $5,150-80.5% | $12,270-91.8% |