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 | $18,207 | $57,281-68.2% | $86,612-79.0% | $75,163-75.8% |
| Participation rate | 90.5% | 63.2%+27.3pp | 71.7%+18.8pp | 67.2%+23.3pp |
| Annual return | 20.11% | 2670.75%-2650.6pp | 591.07%-571.0pp | 160.62%-140.5pp |
| Employer contribution / active EE | $3,540 | $2,314+53.0% | $3,022+17.1% | $2,670+32.6% |
| Participant deferral / active EE | $2,523 | $3,318-23.9% | $4,438-43.1% | $4,125-38.8% |
| Admin fee / account holder | $1,188 | $4,112-71.1% | $5,614-78.8% | $5,651-79.0% |