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 9-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 | $10,821 | $156,846-93.1% | $121,098-91.1% | $139,434-92.2% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 22.60% | 1474.56%-1452.0pp | 985.75%-963.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,138 | $5,536-79.4% | $4,164-72.7% | $4,751-76.0% |
| Participant deferral / active EE | $1,595 | $4,844-67.1% | $4,080-60.9% | $6,710-76.2% |
| Admin fee / account holder | $1,192 | $6,946-82.8% | $5,644-78.9% | $11,403-89.5% |