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 | $13,311 | $111,724-88.1% | $93,606-85.8% | $145,922-90.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 16.24% | 202.98%-186.7pp | 133.20%-117.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $867 | $3,090-72.0% | $2,420-64.2% | $4,660-81.4% |
| Participant deferral / active EE | $2,480 | $4,912-49.5% | $4,411-43.8% | $6,688-62.9% |
| Admin fee / account holder | $638 | $10,250-93.8% | $8,285-92.3% | $13,397-95.2% |