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 | $68,172 | $97,757-30.3% | $83,848-18.7% | $135,375-49.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.59% | 1287.37%-1284.8pp | 850.88%-848.3pp | 519.73%-517.1pp |
| Employer contribution / active EE | $2,458 | $4,222-41.8% | $3,631-32.3% | $4,779-48.6% |
| Participant deferral / active EE | $1,527 | $4,682-67.4% | $4,082-62.6% | $5,609-72.8% |
| Admin fee / account holder | $6,346 | $6,674-4.9% | $5,478+15.8% | $10,827-41.4% |