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 | $22,413 | $88,710-74.7% | $81,783-72.6% | $145,959-84.6% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 20.97% | 1027.26%-1006.3pp | 775.05%-754.1pp | 561.95%-541.0pp |
| Employer contribution / active EE | $1,184 | $3,083-61.6% | $2,913-59.4% | $4,661-74.6% |
| Participant deferral / active EE | $4,485 | $4,645-3.4% | $4,320+3.8% | $6,689-32.9% |
| Admin fee / account holder | $1,373 | $8,407-83.7% | $7,380-81.4% | $13,398-89.8% |