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 | $8,160 | $123,909-93.4% | $69,647-88.3% | $145,922-94.4% |
| Participation rate | 92.3% | 69.2%+23.1pp | 66.5%+25.9pp | 80.3%+12.0pp |
| Annual return | 11.34% | 190.55%-179.2pp | 100.48%-89.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,112 | $2,682-58.5% | $1,712-35.1% | $4,660-76.1% |
| Participant deferral / active EE | $2,254 | $4,236-46.8% | $2,886-21.9% | $6,688-66.3% |
| Admin fee / account holder | $843 | $7,863-89.3% | $4,713-82.1% | $13,397-93.7% |