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 7-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 | $15,206 | $124,185-87.8% | $108,410-86.0% | $167,490-90.9% |
| Participation rate | 70.0% | 82.3%-12.3pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 11.49% | 1379.64%-1368.2pp | 905.27%-893.8pp | 478.56%-467.1pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,076 | $6,908+2.4% | $6,563+7.8% | $6,341+11.6% |
| Admin fee / account holder | $2,037 | $9,455-78.5% | $7,295-72.1% | $12,309-83.5% |