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 | $53,186 | $104,486-49.1% | $76,817-30.8% | $152,861-65.2% |
| Participation rate | 81.3% | 76.6%+4.7pp | 72.1%+9.2pp | 82.4%-1.2pp |
| Annual return | 21.33% | 1013.37%-992.0pp | 1166.11%-1144.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,226 | $3,116-28.5% | $2,302-3.3% | $4,762-53.3% |
| Participant deferral / active EE | $2,773 | $4,236-34.5% | $3,336-16.9% | $5,850-52.6% |
| Admin fee / account holder | $5,728 | $12,275-53.3% | $6,420-10.8% | $11,596-50.6% |