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 | $24,210 | $100,852-76.0% | $90,404-73.2% | $158,922-84.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 21.53% | 1724.20%-1702.7pp | 1293.02%-1271.5pp | 302.83%-281.3pp |
| Employer contribution / active EE | $657 | $3,689-82.2% | $3,262-79.9% | $4,761-86.2% |
| Participant deferral / active EE | $1,427 | $4,348-67.2% | $3,963-64.0% | $5,982-76.1% |
| Admin fee / account holder | $1,005 | $6,501-84.5% | $5,611-82.1% | $11,246-91.1% |