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 | $22,014 | $99,020-77.8% | $86,590-74.6% | $147,584-85.1% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 17.49% | 1312.34%-1294.8pp | 964.84%-947.3pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,308 | $3,132-58.2% | $2,839-53.9% | $4,876-73.2% |
| Participant deferral / active EE | $3,423 | $3,972-13.8% | $3,609-5.1% | $5,439-37.1% |
| Admin fee / account holder | $1,595 | $5,710-72.1% | $4,906-67.5% | $10,885-85.3% |