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 | $12,980 | $88,751-85.4% | $81,812-84.1% | $145,922-91.1% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 11.45% | 1025.40%-1014.0pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,773 | $3,083-42.5% | $2,912-39.1% | $4,660-61.9% |
| Participant deferral / active EE | $2,225 | $4,643-52.1% | $4,319-48.5% | $6,688-66.7% |
| Admin fee / account holder | $1,038 | $8,415-87.7% | $7,386-85.9% | $13,397-92.3% |