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 | $20,504 | $159,934-87.2% | $147,005-86.1% | $145,959-86.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 98.24%-85.5pp | 418.76%-406.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,705 | $5,287-48.8% | $4,934-45.2% | $4,661-42.0% |
| Participant deferral / active EE | $4,655 | $8,427-44.8% | $8,070-42.3% | $6,689-30.4% |
| Admin fee / account holder | $1,590 | $15,053-89.4% | $13,006-87.8% | $13,398-88.1% |