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 | $77,839 | $100,852-22.8% | $90,404-13.9% | $158,922-51.0% |
| Participation rate | 87.0% | 75.0%+11.9pp | 72.7%+14.3pp | 82.0%+5.0pp |
| Annual return | 17.23% | 1724.20%-1707.0pp | 1293.02%-1275.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $288 | $3,689-92.2% | $3,262-91.2% | $4,761-94.0% |
| Participant deferral / active EE | $4,111 | $4,348-5.5% | $3,963+3.7% | $5,982-31.3% |
| Admin fee / account holder | $1,089 | $6,501-83.3% | $5,611-80.6% | $11,246-90.3% |