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 | $25,183 | $99,020-74.6% | $86,590-70.9% | $147,584-82.9% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 12.24% | 1312.34%-1300.1pp | 964.84%-952.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,924 | $3,132-38.6% | $2,839-32.2% | $4,876-60.6% |
| Participant deferral / active EE | $1,533 | $3,972-61.4% | $3,609-57.5% | $5,439-71.8% |
| Admin fee / account holder | $1,879 | $5,710-67.1% | $4,906-61.7% | $10,885-82.7% |