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 | $12,402 | $49,922-75.2% | $80,569-84.6% | $75,163-83.5% |
| Participation rate | 87.8% | 55.3%+32.5pp | 67.0%+20.8pp | 67.2%+20.6pp |
| Annual return | 16.79% | 34.69%-17.9pp | 935.43%-918.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,302 | $1,698-23.3% | $2,723-52.2% | $2,670-51.2% |
| Participant deferral / active EE | $1,672 | $2,990-44.1% | $4,447-62.4% | $4,125-59.5% |
| Admin fee / account holder | $334 | $3,577-90.7% | $5,377-93.8% | $5,651-94.1% |