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 | $15,386 | $53,127-71.0% | $86,590-82.2% | $70,131-78.1% |
| Participation rate | 98.6% | 65.3%+33.3pp | 73.5%+25.1pp | 69.5%+29.1pp |
| Annual return | 18.01% | 27.66%-9.6pp | 964.84%-946.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,879 | $2,068-9.1% | $2,839-33.8% | $2,342-19.8% |
| Participant deferral / active EE | $3,529 | $2,696+30.9% | $3,609-2.2% | $3,332+5.9% |
| Admin fee / account holder | $1,100 | $3,585-69.3% | $4,906-77.6% | $4,645-76.3% |