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 | $19,649 | $109,817-82.1% | $98,442-80.0% | $167,490-88.3% |
| Participation rate | 72.2% | 75.8%-3.6pp | 73.3%-1.1pp | 82.1%-9.9pp |
| Annual return | 13.75% | 1956.69%-1942.9pp | 1492.73%-1479.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,232 | $3,224-61.8% | $2,960-58.4% | $4,837-74.5% |
| Participant deferral / active EE | $1,795 | $4,673-61.6% | $4,276-58.0% | $6,341-71.7% |
| Admin fee / account holder | $1,527 | $6,753-77.4% | $5,949-74.3% | $12,309-87.6% |