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 | $44,977 | $57,281-21.5% | $86,612-48.1% | $75,163-40.2% |
| Participation rate | 77.8% | 63.2%+14.6pp | 71.7%+6.1pp | 67.2%+10.6pp |
| Annual return | 15.85% | 2670.75%-2654.9pp | 591.07%-575.2pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,368 | $2,314+45.5% | $3,022+11.4% | $2,670+26.2% |
| Participant deferral / active EE | $3,546 | $3,318+6.9% | $4,438-20.1% | $4,125-14.0% |
| Admin fee / account holder | $494 | $4,112-88.0% | $5,614-91.2% | $5,651-91.3% |