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 | $30,607 | $99,020-69.1% | $86,590-64.7% | $147,584-79.3% |
| Participation rate | 87.0% | 76.3%+10.6pp | 73.5%+13.4pp | 82.8%+4.1pp |
| Annual return | 15.37% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,192 | $3,132-62.0% | $2,839-58.0% | $4,876-75.6% |
| Participant deferral / active EE | $1,601 | $3,972-59.7% | $3,609-55.6% | $5,439-70.6% |
| Admin fee / account holder | $1,014 | $5,710-82.2% | $4,906-79.3% | $10,885-90.7% |