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 6-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 | $16,716 | $149,040-88.8% | $120,225-86.1% | $137,256-87.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.25% | 605.68%-594.4pp | 439.23%-428.0pp | 220.34%-209.1pp |
| Employer contribution / active EE | $12 | $4,350-99.7% | $3,475-99.7% | $4,156-99.7% |
| Participant deferral / active EE | $3,692 | $4,655-20.7% | $3,999-7.7% | $6,407-42.4% |
| Admin fee / account holder | $4,219 | $6,348-33.5% | $5,696-25.9% | $12,270-65.6% |