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 | $37,766 | $109,817-65.6% | $98,442-61.6% | $167,490-77.5% |
| Participation rate | 95.0% | 75.8%+19.2pp | 73.3%+21.7pp | 82.1%+12.9pp |
| Annual return | 14.92% | 1956.69%-1941.8pp | 1492.73%-1477.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,059 | $3,224-67.2% | $2,960-64.2% | $4,837-78.1% |
| Participant deferral / active EE | $1,609 | $4,673-65.6% | $4,276-62.4% | $6,341-74.6% |
| Admin fee / account holder | $1,871 | $6,753-72.3% | $5,949-68.5% | $12,309-84.8% |