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 | $22,810 | $96,305-76.3% | $80,569-71.7% | $139,434-83.6% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 17.59% | 1350.08%-1332.5pp | 935.43%-917.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,088 | $3,262-66.7% | $2,723-60.1% | $4,751-77.1% |
| Participant deferral / active EE | $4,846 | $5,232-7.4% | $4,447+9.0% | $6,710-27.8% |
| Admin fee / account holder | $1,034 | $6,599-84.3% | $5,377-80.8% | $11,403-90.9% |