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 | $34,615 | $185,200-81.3% | $142,863-75.8% | $167,490-79.3% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 10.52% | 8555.70%-8545.2pp | 5637.54%-5627.0pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,557 | $5,604-72.2% | $4,144-62.4% | $4,837-67.8% |
| Participant deferral / active EE | $3,302 | $4,494-26.5% | $3,837-13.9% | $6,341-47.9% |
| Admin fee / account holder | $22,101 | $8,031+175.2% | $6,560+236.9% | $12,309+79.6% |