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 | $17,254 | $96,305-82.1% | $80,569-78.6% | $139,434-87.6% |
| Participation rate | 95.8% | 73.6%+22.2pp | 67.0%+28.8pp | 80.3%+15.5pp |
| Annual return | 16.69% | 1350.08%-1333.4pp | 935.43%-918.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $897 | $3,262-72.5% | $2,723-67.1% | $4,751-81.1% |
| Participant deferral / active EE | $3,316 | $5,232-36.6% | $4,447-25.4% | $6,710-50.6% |
| Admin fee / account holder | $1,366 | $6,599-79.3% | $5,377-74.6% | $11,403-88.0% |