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 | $11,453 | $102,966-88.9% | $90,281-87.3% | $152,861-92.5% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 24.41% | 95.16%-70.8pp | 78.10%-53.7pp | 345.32%-320.9pp |
| Employer contribution / active EE | $761 | $3,139-75.8% | $2,854-73.3% | $4,762-84.0% |
| Participant deferral / active EE | $1,725 | $4,281-59.7% | $3,885-55.6% | $5,850-70.5% |
| Admin fee / account holder | $430 | $6,171-93.0% | $5,351-92.0% | $11,596-96.3% |