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 | $24,393 | $105,181-76.8% | $159,436-84.7% | $85,850-71.6% |
| Participation rate | 90.7% | 75.8%+15.0pp | 82.8%+7.9pp | 69.3%+21.4pp |
| Annual return | 13.34% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,374 | $3,318-58.6% | $4,829-71.5% | $2,565-46.4% |
| Participant deferral / active EE | $2,604 | $5,945-56.2% | $7,352-64.6% | $3,952-34.1% |
| Admin fee / account holder | $1,083 | $6,933-84.4% | $10,799-90.0% | $6,260-82.7% |