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 | $11,791 | $70,756-83.3% | $65,493-82.0% | $142,382-91.7% |
| Participation rate | 76.9% | 77.4%-0.5pp | 73.1%+3.8pp | 80.1%-3.2pp |
| Annual return | 14.60% | 1754.89%-1740.3pp | 982.45%-967.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $856 | $2,881-70.3% | $2,574-66.7% | $4,299-80.1% |
| Participant deferral / active EE | $871 | $4,637-81.2% | $3,961-78.0% | $6,507-86.6% |
| Admin fee / account holder | $971 | $6,559-85.2% | $5,028-80.7% | $12,624-92.3% |