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 6-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 | $5,898 | $72,400-91.9% | $67,502-91.3% | $145,922-96.0% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 9.58% | 7182.46%-7172.9pp | 3512.12%-3502.5pp | 561.29%-551.7pp |
| Employer contribution / active EE | $842 | $3,069-72.6% | $2,731-69.2% | $4,660-81.9% |
| Participant deferral / active EE | $1,069 | $4,783-77.6% | $4,000-73.3% | $6,688-84.0% |
| Admin fee / account holder | $399 | $5,539-92.8% | $3,998-90.0% | $13,397-97.0% |