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 | $17,841 | $96,635-81.5% | $86,612-79.4% | $139,434-87.2% |
| Participation rate | 70.8% | 74.4%-3.6pp | 71.7%-0.9pp | 80.3%-9.5pp |
| Annual return | 24.25% | 106.41%-82.2pp | 591.07%-566.8pp | 372.94%-348.7pp |
| Employer contribution / active EE | $353 | $3,263-89.2% | $3,022-88.3% | $4,751-92.6% |
| Participant deferral / active EE | $1,287 | $4,836-73.4% | $4,438-71.0% | $6,710-80.8% |
| Admin fee / account holder | $1,075 | $6,408-83.2% | $5,614-80.9% | $11,403-90.6% |