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 | $17,236 | $57,281-69.9% | $86,612-80.1% | $75,163-77.1% |
| Participation rate | 85.7% | 63.2%+22.5pp | 71.7%+14.0pp | 67.2%+18.5pp |
| Annual return | 16.57% | 2670.75%-2654.2pp | 591.07%-574.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,419 | $2,314-38.7% | $3,022-53.1% | $2,670-46.9% |
| Participant deferral / active EE | $2,453 | $3,318-26.1% | $4,438-44.7% | $4,125-40.5% |
| Admin fee / account holder | $357 | $4,112-91.3% | $5,614-93.6% | $5,651-93.7% |