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 6-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 | $21,240 | $210,648-89.9% | $177,989-88.1% | $145,922-85.4% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 18.59% | 385.86%-367.3pp | 294.48%-275.9pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,126 | $4,565-75.3% | $3,949-71.5% | $4,660-75.8% |
| Participant deferral / active EE | $3,279 | $6,958-52.9% | $6,276-47.8% | $6,688-51.0% |
| Admin fee / account holder | $515 | $12,013-95.7% | $10,363-95.0% | $13,397-96.2% |