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 | $78,489 | $99,020-20.7% | $86,590-9.4% | $147,584-46.8% |
| Participation rate | 82.4% | 76.3%+6.0pp | 73.5%+8.8pp | 82.8%-0.5pp |
| Annual return | 9.46% | 1312.34%-1302.9pp | 964.84%-955.4pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,819 | $3,132-41.9% | $2,839-35.9% | $4,876-62.7% |
| Participant deferral / active EE | $4,008 | $3,972+0.9% | $3,609+11.1% | $5,439-26.3% |
| Admin fee / account holder | $1,018 | $5,710-82.2% | $4,906-79.2% | $10,885-90.6% |