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 | $48,030 | $121,625-60.5% | $104,607-54.1% | $158,922-69.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.27% | 465.26%-450.0pp | 340.46%-325.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,182 | $3,163-31.0% | $2,681-18.6% | $4,761-54.2% |
| Participant deferral / active EE | $6,331 | $4,177+51.5% | $3,740+69.3% | $5,982+5.8% |
| Admin fee / account holder | $521 | $7,787-93.3% | $6,473-92.0% | $11,246-95.4% |