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 | $30,805 | $58,927-47.7% | $76,817-59.9% | $72,985-57.8% |
| Participation rate | 78.3% | 67.3%+10.9pp | 72.1%+6.2pp | 69.5%+8.8pp |
| Annual return | 21.14% | 2305.64%-2284.5pp | 1166.11%-1145.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,739 | $1,787-2.7% | $2,302-24.5% | $2,440-28.7% |
| Participant deferral / active EE | $2,138 | $2,690-20.5% | $3,336-35.9% | $3,607-40.7% |
| Admin fee / account holder | $498 | $4,013-87.6% | $6,420-92.2% | $5,124-90.3% |