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 | $11,293 | $88,751-87.3% | $81,812-86.2% | $145,922-92.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.02% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,689 | $3,083-45.2% | $2,912-42.0% | $4,660-63.8% |
| Participant deferral / active EE | $2,685 | $4,643-42.2% | $4,319-37.8% | $6,688-59.8% |
| Admin fee / account holder | $405 | $8,415-95.2% | $7,386-94.5% | $13,397-97.0% |