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 | $46,332 | $156,846-70.5% | $121,098-61.7% | $139,434-66.8% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 20.88% | 1474.56%-1453.7pp | 985.75%-964.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,923 | $5,536-65.3% | $4,164-53.8% | $4,751-59.5% |
| Participant deferral / active EE | $2,978 | $4,844-38.5% | $4,080-27.0% | $6,710-55.6% |
| Admin fee / account holder | $12,599 | $6,946+81.4% | $5,644+123.2% | $11,403+10.5% |