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 | $21,734 | $81,625-73.4% | $58,482-62.8% | $139,434-84.4% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 15.54% | 7404.20%-7388.7pp | 4239.32%-4223.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $381 | $1,398-72.7% | $1,053-63.8% | $4,751-92.0% |
| Participant deferral / active EE | $1,356 | $2,557-47.0% | $1,924-29.5% | $6,710-79.8% |
| Admin fee / account holder | $1,131 | $3,265-65.3% | $2,516-55.0% | $11,403-90.1% |