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 | $36,222 | $68,097-46.8% | $62,929-42.4% | $137,256-73.6% |
| Participation rate | 72.7% | 77.4%-4.7pp | 73.1%-0.4pp | 80.0%-7.2pp |
| Annual return | 13.03% | 1859.11%-1846.1pp | 1063.93%-1050.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,015 | $2,811+7.3% | $2,505+20.4% | $4,156-27.4% |
| Participant deferral / active EE | $4,424 | $4,553-2.8% | $3,888+13.8% | $6,407-30.9% |
| Admin fee / account holder | $10,854 | $6,521+66.4% | $5,065+114.3% | $12,270-11.5% |