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 | $18,077 | $57,281-68.4% | $86,612-79.1% | $75,163-75.9% |
| Participation rate | 88.2% | 63.2%+25.0pp | 71.7%+16.5pp | 67.2%+21.0pp |
| Annual return | 14.21% | 2670.75%-2656.5pp | 591.07%-576.9pp | 160.62%-146.4pp |
| Employer contribution / active EE | $3,204 | $2,314+38.4% | $3,022+6.0% | $2,670+20.0% |
| Participant deferral / active EE | $6,841 | $3,318+106.2% | $4,438+54.2% | $4,125+65.8% |
| Admin fee / account holder | $370 | $4,112-91.0% | $5,614-93.4% | $5,651-93.4% |