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 | $14,327 | $109,817-87.0% | $98,442-85.4% | $167,490-91.4% |
| Participation rate | 95.8% | 75.8%+20.0pp | 73.3%+22.5pp | 82.1%+13.7pp |
| Annual return | 13.08% | 1956.69%-1943.6pp | 1492.73%-1479.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $331 | $3,224-89.7% | $2,960-88.8% | $4,837-93.2% |
| Participant deferral / active EE | $1,966 | $4,673-57.9% | $4,276-54.0% | $6,341-69.0% |
| Admin fee / account holder | $794 | $6,753-88.2% | $5,949-86.7% | $12,309-93.5% |