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 | $21,769 | $100,852-78.4% | $90,404-75.9% | $158,922-86.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 11.03% | 1724.20%-1713.2pp | 1293.02%-1282.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,265 | $3,689-65.7% | $3,262-61.2% | $4,761-73.4% |
| Participant deferral / active EE | $2,044 | $4,348-53.0% | $3,963-48.4% | $5,982-65.8% |
| Admin fee / account holder | $314 | $6,501-95.2% | $5,611-94.4% | $11,246-97.2% |