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 | $22,699 | $111,724-79.7% | $93,606-75.8% | $145,922-84.4% |
| Participation rate | 95.5% | 74.2%+21.2pp | 68.7%+26.7pp | 80.3%+15.2pp |
| Annual return | 12.73% | 202.98%-190.3pp | 133.20%-120.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,147 | $3,090-62.9% | $2,420-52.6% | $4,660-75.4% |
| Participant deferral / active EE | $2,792 | $4,912-43.2% | $4,411-36.7% | $6,688-58.2% |
| Admin fee / account holder | $461 | $10,250-95.5% | $8,285-94.4% | $13,397-96.6% |