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 4-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 | $15,406 | $158,398-90.3% | $126,539-87.8% | $142,382-89.2% |
| Participation rate | 82.4% | 75.8%+6.5pp | 69.8%+12.5pp | 80.1%+2.2pp |
| Annual return | 14.27% | 593.76%-579.5pp | 425.95%-411.7pp | 217.08%-202.8pp |
| Employer contribution / active EE | $565 | $4,650-87.9% | $3,674-84.6% | $4,299-86.9% |
| Participant deferral / active EE | $3,403 | $4,767-28.6% | $4,083-16.6% | $6,507-47.7% |
| Admin fee / account holder | $3,629 | $6,918-47.6% | $6,065-40.2% | $12,624-71.3% |