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 | $24,015 | $85,202-71.8% | $172,739-86.1% | $72,985-67.1% |
| Participation rate | 90.3% | 70.1%+20.3pp | 82.6%+7.7pp | 69.5%+20.8pp |
| Annual return | 25.26% | 27.32%-2.1pp | 802.84%-777.6pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,442 | $3,324-56.6% | $5,143-72.0% | $2,440-40.9% |
| Participant deferral / active EE | $2,292 | $3,260-29.7% | $5,198-55.9% | $3,607-36.5% |
| Admin fee / account holder | $791 | $5,884-86.6% | $13,954-94.3% | $5,124-84.6% |