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 | $12,143 | $100,852-88.0% | $90,404-86.6% | $158,922-92.4% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.7%+9.9pp | 82.0%+0.7pp |
| Annual return | 19.11% | 1724.20%-1705.1pp | 1293.02%-1273.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $466 | $3,689-87.4% | $3,262-85.7% | $4,761-90.2% |
| Participant deferral / active EE | $1,208 | $4,348-72.2% | $3,963-69.5% | $5,982-79.8% |
| Admin fee / account holder | $849 | $6,501-86.9% | $5,611-84.9% | $11,246-92.4% |