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 | $52,829 | $45,566+15.9% | $64,105-17.6% | $59,632-11.4% |
| Participation rate | 70.1% | 60.2%+10.0pp | 68.2%+2.0pp | 68.7%+1.5pp |
| Annual return | 48.54% | 4.95%+43.6pp | 791.24%-742.7pp | 2041.28%-1992.7pp |
| Employer contribution / active EE | $788 | $934-15.7% | $1,820-56.7% | $2,203-64.2% |
| Participant deferral / active EE | $2,394 | $2,057+16.4% | $2,822-15.2% | $3,192-25.0% |
| Admin fee / account holder | $1,805 | $3,268-44.8% | $4,499-59.9% | $4,297-58.0% |