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 | $39,798 | $70,587-43.6% | $124,672-68.1% | $85,850-53.6% |
| Participation rate | 73.8% | 64.4%+9.4pp | 74.6%-0.8pp | 69.3%+4.5pp |
| Annual return | 22.82% | 20688.83%-20666.0pp | 5142.93%-5120.1pp | 318.53%-295.7pp |
| Employer contribution / active EE | $1,227 | $1,913-35.9% | $3,324-63.1% | $2,565-52.2% |
| Participant deferral / active EE | $1,497 | $2,969-49.6% | $4,614-67.6% | $3,952-62.1% |
| Admin fee / account holder | $2,059 | $5,282-61.0% | $7,493-72.5% | $6,260-67.1% |