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 | $16,994 | $90,600-81.2% | $79,464-78.6% | $135,375-87.4% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | 7.06% | 977.43%-970.4pp | 718.14%-711.1pp | 519.73%-512.7pp |
| Employer contribution / active EE | $1,795 | $3,068-41.5% | $2,800-35.9% | $4,779-62.4% |
| Participant deferral / active EE | $2,405 | $4,050-40.6% | $3,704-35.1% | $5,609-57.1% |
| Admin fee / account holder | $4,508 | $5,907-23.7% | $5,113-11.8% | $10,827-58.4% |