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 | $19,574 | $72,396-73.0% | $67,511-71.0% | $145,959-86.6% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 16.74% | 7194.07%-7177.3pp | 3517.41%-3500.7pp | 561.95%-545.2pp |
| Employer contribution / active EE | $1,010 | $3,071-67.1% | $2,733-63.0% | $4,661-78.3% |
| Participant deferral / active EE | $1,645 | $4,781-65.6% | $4,000-58.9% | $6,689-75.4% |
| Admin fee / account holder | $1,267 | $5,538-77.1% | $3,999-68.3% | $13,398-90.5% |