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 | $19,014 | $109,904-82.7% | $97,167-80.4% | $145,959-87.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.05% | 243.43%-231.4pp | 75.27%-63.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,300 | $4,676-8.0% | $4,264+0.8% | $6,689-35.7% |
| Admin fee / account holder | $894 | $6,216-85.6% | $5,650-84.2% | $13,398-93.3% |