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 5-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 | $11,176 | $109,904-89.8% | $97,167-88.5% | $145,959-92.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.23% | 243.43%-228.2pp | 75.27%-60.0pp | 561.95%-546.7pp |
| Employer contribution / active EE | $903 | $3,084-70.7% | $2,729-66.9% | $4,661-80.6% |
| Participant deferral / active EE | $2,026 | $4,676-56.7% | $4,264-52.5% | $6,689-69.7% |
| Admin fee / account holder | $1,716 | $6,216-72.4% | $5,650-69.6% | $13,398-87.2% |