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 | $12,715 | $45,152-71.8% | $73,843-82.8% | $59,632-78.7% |
| Participation rate | 98.1% | 64.0%+34.1pp | 73.4%+24.7pp | 68.7%+29.4pp |
| Annual return | 4.46% | 27.40%-22.9pp | 2267.84%-2263.4pp | 2041.28%-2036.8pp |
| Employer contribution / active EE | $1,415 | $1,902-25.6% | $2,787-49.2% | $2,203-35.8% |
| Participant deferral / active EE | $1,332 | $2,574-48.3% | $3,583-62.8% | $3,192-58.3% |
| Admin fee / account holder | $1,083 | $3,516-69.2% | $4,880-77.8% | $4,297-74.8% |