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 10-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 | $25,958 | $102,317-74.6% | $146,958-82.3% | $80,856-67.9% |
| Participation rate | 98.2% | 75.8%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | 14.04% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,646 | $3,713-28.7% | $4,933-46.4% | $2,755-3.9% |
| Participant deferral / active EE | $3,792 | $6,644-42.9% | $8,070-53.0% | $4,296-11.7% |
| Admin fee / account holder | $1,832 | $7,941-76.9% | $12,998-85.9% | $6,918-73.5% |