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 | $37,811 | $76,738-50.7% | $56,411-33.0% | $145,922-74.1% |
| Participation rate | 84.2% | 63.2%+21.0pp | 52.5%+31.7pp | 80.3%+3.9pp |
| Annual return | 14.93% | 2994.23%-2979.3pp | 1701.33%-1686.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $440 | $1,380-68.1% | $1,039-57.6% | $4,660-90.6% |
| Participant deferral / active EE | $1,689 | $2,623-35.6% | $1,952-13.5% | $6,688-74.7% |
| Admin fee / account holder | $322 | $3,334-90.3% | $2,829-88.6% | $13,397-97.6% |