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 8-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 | $24,353 | $107,934-77.4% | $91,989-73.5% | $152,861-84.1% |
| Participation rate | 94.1% | 81.2%+12.9pp | 78.6%+15.5pp | 82.4%+11.7pp |
| Annual return | 57.39% | 89.24%-31.9pp | 69.02%-11.6pp | 345.32%-287.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,091 | $6,364+121.4% | $5,923+137.9% | $5,850+140.9% |
| Admin fee / account holder | $2,178 | $10,520-79.3% | $7,743-71.9% | $11,596-81.2% |