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 | $37,040 | $57,281-35.3% | $86,612-57.2% | $75,163-50.7% |
| Participation rate | 91.5% | 63.2%+28.4pp | 71.7%+19.9pp | 67.2%+24.4pp |
| Annual return | 15.88% | 2670.75%-2654.9pp | 591.07%-575.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $935 | $2,314-59.6% | $3,022-69.1% | $2,670-65.0% |
| Participant deferral / active EE | $4,231 | $3,318+27.5% | $4,438-4.6% | $4,125+2.6% |
| Admin fee / account holder | $1,667 | $4,112-59.5% | $5,614-70.3% | $5,651-70.5% |