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 | $12,961 | $104,907-87.6% | $84,611-84.7% | $152,861-91.5% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 21.12% | 373.79%-352.7pp | 258.74%-237.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,154 | $3,302-65.0% | $2,652-56.5% | $4,762-75.8% |
| Participant deferral / active EE | $1,154 | $4,688-75.4% | $3,899-70.4% | $5,850-80.3% |
| Admin fee / account holder | $1,858 | $6,241-70.2% | $4,912-62.2% | $11,596-84.0% |