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 | $50,576 | $100,852-49.9% | $90,404-44.1% | $158,922-68.2% |
| Participation rate | 77.3% | 75.0%+2.3pp | 72.7%+4.6pp | 82.0%-4.7pp |
| Annual return | 19.11% | 1724.20%-1705.1pp | 1293.02%-1273.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $379 | $3,689-89.7% | $3,262-88.4% | $4,761-92.0% |
| Participant deferral / active EE | $2,420 | $4,348-44.3% | $3,963-38.9% | $5,982-59.5% |
| Admin fee / account holder | $4,178 | $6,501-35.7% | $5,611-25.5% | $11,246-62.8% |