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 | $43,581 | $150,440-71.0% | $136,294-68.0% | $147,584-70.5% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 18.84% | 1049.08%-1030.2pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,606 | $5,256-50.4% | $4,695-44.5% | $4,876-46.6% |
| Participant deferral / active EE | $6,556 | $6,630-1.1% | $6,247+4.9% | $5,439+20.5% |
| Admin fee / account holder | $3,042 | $10,905-72.1% | $9,243-67.1% | $10,885-72.1% |