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 | $14,063 | $74,888-81.2% | $71,209-80.3% | $142,382-90.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 19.55% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,817 | $2,854-36.3% | $2,721-33.2% | $4,299-57.7% |
| Participant deferral / active EE | $2,512 | $4,454-43.6% | $4,175-39.8% | $6,507-61.4% |
| Admin fee / account holder | $958 | $5,568-82.8% | $5,349-82.1% | $12,624-92.4% |