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 | $21,375 | $91,190-76.6% | $178,490-88.0% | $79,858-73.2% |
| Participation rate | 93.6% | 69.2%+24.4pp | 81.9%+11.7pp | 69.6%+24.0pp |
| Annual return | 19.49% | 24.19%-4.7pp | 151.07%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,070 | $3,256-67.1% | $5,011-78.6% | $2,471-56.7% |
| Participant deferral / active EE | $1,987 | $3,236-38.6% | $5,202-61.8% | $3,740-46.9% |
| Admin fee / account holder | $323 | $6,751-95.2% | $13,984-97.7% | $5,306-93.9% |