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 | $14,839 | $103,949-85.7% | $69,182-78.6% | $273,961-94.6% |
| Participation rate | 90.9% | 67.4%+23.5pp | 55.1%+35.8pp | 83.0%+7.9pp |
| Annual return | 95.78% | 35.28%+60.5pp | -21.93%+117.7pp | 41.45%+54.3pp |
| Employer contribution / active EE | $1,206 | $1,783-32.4% | $1,2060% | $4,869-75.2% |
| Participant deferral / active EE | $1,967 | $2,716-27.6% | $1,897+3.7% | $5,287-62.8% |
| Admin fee / account holder | $13,223 | $3,671+260.2% | $2,697+390.3% | $10,132+30.5% |