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 | $15,838 | $49,922-68.3% | $80,569-80.3% | $75,163-78.9% |
| Participation rate | 94.0% | 55.3%+38.7pp | 67.0%+27.0pp | 67.2%+26.8pp |
| Annual return | 14.95% | 34.69%-19.7pp | 935.43%-920.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $450 | $1,698-73.5% | $2,723-83.5% | $2,670-83.1% |
| Participant deferral / active EE | $1,566 | $2,990-47.6% | $4,447-64.8% | $4,125-62.0% |
| Admin fee / account holder | $721 | $3,577-79.8% | $5,377-86.6% | $5,651-87.2% |