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 | $109,982-89.8% | $97,226-88.5% | $145,922-92.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.23% | 242.90%-227.7pp | 75.13%-59.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $903 | $3,084-70.7% | $2,729-66.9% | $4,660-80.6% |
| Participant deferral / active EE | $2,026 | $4,676-56.7% | $4,264-52.5% | $6,688-69.7% |
| Admin fee / account holder | $1,716 | $6,221-72.4% | $5,654-69.6% | $13,397-87.2% |