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 | $50,898 | $90,600-43.8% | $79,464-35.9% | $135,375-62.4% |
| Participation rate | 76.2% | 76.0%+0.1pp | 73.3%+2.8pp | 82.6%-6.5pp |
| Annual return | 30.56% | 977.43%-946.9pp | 718.14%-687.6pp | 519.73%-489.2pp |
| Employer contribution / active EE | $144 | $3,068-95.3% | $2,800-94.9% | $4,779-97.0% |
| Participant deferral / active EE | $1,782 | $4,050-56.0% | $3,704-51.9% | $5,609-68.2% |
| Admin fee / account holder | $19,873 | $5,907+236.4% | $5,113+288.7% | $10,827+83.5% |