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 | $26,658 | $149,040-82.1% | $120,225-77.8% | $137,256-80.6% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 12.78% | 605.68%-592.9pp | 439.23%-426.4pp | 220.34%-207.6pp |
| Employer contribution / active EE | $800 | $4,350-81.6% | $3,475-77.0% | $4,156-80.8% |
| Participant deferral / active EE | $2,192 | $4,655-52.9% | $3,999-45.2% | $6,407-65.8% |
| Admin fee / account holder | $596 | $6,348-90.6% | $5,696-89.5% | $12,270-95.1% |