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 | $25,883 | $111,724-76.8% | $93,606-72.3% | $145,922-82.3% |
| Participation rate | 91.3% | 74.2%+17.1pp | 68.7%+22.6pp | 80.3%+11.0pp |
| Annual return | 13.22% | 202.98%-189.8pp | 133.20%-120.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $741 | $3,090-76.0% | $2,420-69.4% | $4,660-84.1% |
| Participant deferral / active EE | $3,161 | $4,912-35.7% | $4,411-28.4% | $6,688-52.7% |
| Admin fee / account holder | $400 | $10,250-96.1% | $8,285-95.2% | $13,397-97.0% |