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 3-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 | $8,375 | $158,398-94.7% | $126,539-93.4% | $142,382-94.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 38.80% | 593.76%-555.0pp | 425.95%-387.2pp | 217.08%-178.3pp |
| Employer contribution / active EE | $299 | $4,650-93.6% | $3,674-91.9% | $4,299-93.1% |
| Participant deferral / active EE | $3,309 | $4,767-30.6% | $4,083-18.9% | $6,507-49.1% |
| Admin fee / account holder | $615 | $6,918-91.1% | $6,065-89.9% | $12,624-95.1% |