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 | $67,089 | $97,757-31.4% | $83,848-20.0% | $135,375-50.4% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | 12.45% | 1287.37%-1274.9pp | 850.88%-838.4pp | 519.73%-507.3pp |
| Employer contribution / active EE | $1,516 | $4,222-64.1% | $3,631-58.2% | $4,779-68.3% |
| Participant deferral / active EE | $2,516 | $4,682-46.3% | $4,082-38.3% | $5,609-55.1% |
| Admin fee / account holder | $2,204 | $6,674-67.0% | $5,478-59.8% | $10,827-79.6% |