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 | $19,467 | $96,305-79.8% | $80,569-75.8% | $139,434-86.0% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 14.11% | 1350.08%-1336.0pp | 935.43%-921.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $606 | $3,262-81.4% | $2,723-77.8% | $4,751-87.3% |
| Participant deferral / active EE | $1,543 | $5,232-70.5% | $4,447-65.3% | $6,710-77.0% |
| Admin fee / account holder | $304 | $6,599-95.4% | $5,377-94.4% | $11,403-97.3% |