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 9-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 | $18,475 | $190,805-90.3% | $159,960-88.5% | $134,475-86.3% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -18.84% | 552.23%-571.1pp | 408.60%-427.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,716 | $4,995-65.6% | $4,226-59.4% | $4,740-63.8% |
| Participant deferral / active EE | $4,326 | $6,923-37.5% | $6,182-30.0% | $6,400-32.4% |
| Admin fee / account holder | $1,121 | $10,471-89.3% | $8,698-87.1% | $11,426-90.2% |