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 8-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 | $14,131 | $57,281-75.3% | $86,612-83.7% | $75,163-81.2% |
| Participation rate | 84.8% | 63.2%+21.7pp | 71.7%+13.2pp | 67.2%+17.7pp |
| Annual return | 16.85% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,598 | $2,314-31.0% | $3,022-47.1% | $2,670-40.2% |
| Participant deferral / active EE | $2,327 | $3,318-29.9% | $4,438-47.6% | $4,125-43.6% |
| Admin fee / account holder | $3,112 | $4,112-24.3% | $5,614-44.6% | $5,651-44.9% |