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 | $7,044 | $70,606-90.0% | $53,898-86.9% | $142,382-95.1% |
| Participation rate | 94.1% | 63.7%+30.4pp | 55.0%+39.2pp | 80.1%+14.0pp |
| Annual return | 16.49% | 619.81%-603.3pp | 528.60%-512.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,110 | $1,202-7.7% | $932+19.1% | $4,299-74.2% |
| Participant deferral / active EE | $1,785 | $2,364-24.5% | $1,826-2.2% | $6,507-72.6% |
| Admin fee / account holder | $395 | $2,852-86.1% | $2,491-84.1% | $12,624-96.9% |