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 | $29,202 | $91,538-68.1% | $129,995-77.5% | $75,163-61.1% |
| Participation rate | 97.6% | 71.4%+26.1pp | 78.5%+19.1pp | 67.2%+30.4pp |
| Annual return | 16.24% | -631.11%+647.3pp | -137.18%+153.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,411 | $2,845-50.4% | $4,320-67.3% | $2,670-47.1% |
| Participant deferral / active EE | $3,037 | $4,341-30.0% | $5,820-47.8% | $4,125-26.4% |
| Admin fee / account holder | $362 | $6,790-94.7% | $10,614-96.6% | $5,651-93.6% |