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 | $28,239 | $68,097-58.5% | $62,929-55.1% | $137,256-79.4% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.0%+4.7pp |
| Annual return | 18.86% | 1859.11%-1840.3pp | 1063.93%-1045.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,284 | $2,811-18.8% | $2,505-8.8% | $4,156-45.0% |
| Participant deferral / active EE | $4,192 | $4,553-7.9% | $3,888+7.8% | $6,407-34.6% |
| Admin fee / account holder | $311 | $6,521-95.2% | $5,065-93.9% | $12,270-97.5% |