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 | $12,323 | $96,635-87.2% | $86,612-85.8% | $139,434-91.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 31.68% | 106.41%-74.7pp | 591.07%-559.4pp | 372.94%-341.3pp |
| Employer contribution / active EE | $1,163 | $3,263-64.4% | $3,022-61.5% | $4,751-75.5% |
| Participant deferral / active EE | $1,450 | $4,836-70.0% | $4,438-67.3% | $6,710-78.4% |
| Admin fee / account holder | $1,181 | $6,408-81.6% | $5,614-79.0% | $11,403-89.6% |