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 | $40,506 | $74,888-45.9% | $71,209-43.1% | $142,382-71.6% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 18.13% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,582 | $2,854-9.5% | $2,721-5.1% | $4,299-39.9% |
| Participant deferral / active EE | $4,568 | $4,454+2.5% | $4,175+9.4% | $6,507-29.8% |
| Admin fee / account holder | $9,974 | $5,568+79.1% | $5,349+86.5% | $12,624-21.0% |