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 | $49,358 | $99,020-50.2% | $86,590-43.0% | $147,584-66.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 11.22% | 1312.34%-1301.1pp | 964.84%-953.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,637 | $3,132-47.7% | $2,839-42.4% | $4,876-66.4% |
| Participant deferral / active EE | $3,945 | $3,972-0.7% | $3,609+9.3% | $5,439-27.5% |
| Admin fee / account holder | $3,144 | $5,710-44.9% | $4,906-35.9% | $10,885-71.1% |