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 | $55,538 | $114,047-51.3% | $96,139-42.2% | $167,490-66.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 21.03% | 189.88%-168.9pp | 191.94%-170.9pp | 478.56%-457.5pp |
| Employer contribution / active EE | $611 | $3,427-82.2% | $2,797-78.2% | $4,837-87.4% |
| Participant deferral / active EE | $16,759 | $5,194+222.7% | $4,349+285.4% | $6,341+164.3% |
| Admin fee / account holder | $4,590 | $6,897-33.4% | $5,537-17.1% | $12,309-62.7% |