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 | $18,952 | $99,020-80.9% | $86,590-78.1% | $147,584-87.2% |
| Participation rate | 90.5% | 76.3%+14.1pp | 73.5%+16.9pp | 82.8%+7.6pp |
| Annual return | 14.31% | 1312.34%-1298.0pp | 964.84%-950.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $837 | $3,132-73.3% | $2,839-70.5% | $4,876-82.8% |
| Participant deferral / active EE | $1,064 | $3,972-73.2% | $3,609-70.5% | $5,439-80.4% |
| Admin fee / account holder | $921 | $5,710-83.9% | $4,906-81.2% | $10,885-91.5% |