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 | $12,725 | $114,047-88.8% | $96,139-86.8% | $167,490-92.4% |
| Participation rate | 87.0% | 75.1%+11.9pp | 68.4%+18.5pp | 82.1%+4.9pp |
| Annual return | 15.61% | 189.88%-174.3pp | 191.94%-176.3pp | 478.56%-462.9pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,235 | $5,194-57.0% | $4,349-48.6% | $6,341-64.8% |
| Admin fee / account holder | $617 | $6,897-91.1% | $5,537-88.9% | $12,309-95.0% |