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 | $18,676 | $70,756-73.6% | $65,493-71.5% | $142,382-86.9% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 13.28% | 1754.89%-1741.6pp | 982.45%-969.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,034 | $2,881-64.1% | $2,574-59.8% | $4,299-75.9% |
| Participant deferral / active EE | $1,871 | $4,637-59.7% | $3,961-52.8% | $6,507-71.3% |
| Admin fee / account holder | $435 | $6,559-93.4% | $5,028-91.3% | $12,624-96.6% |