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 | $50,874 | $97,757-48.0% | $83,848-39.3% | $135,375-62.4% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | 0.77% | 1287.37%-1286.6pp | 850.88%-850.1pp | 519.73%-519.0pp |
| Employer contribution / active EE | $1,166 | $4,222-72.4% | $3,631-67.9% | $4,779-75.6% |
| Participant deferral / active EE | $2,884 | $4,682-38.4% | $4,082-29.3% | $5,609-48.6% |
| Admin fee / account holder | $812 | $6,674-87.8% | $5,478-85.2% | $10,827-92.5% |