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 | $42,252 | $57,281-26.2% | $86,612-51.2% | $75,163-43.8% |
| Participation rate | 93.7% | 63.2%+30.5pp | 71.7%+22.0pp | 67.2%+26.5pp |
| Annual return | 17.01% | 2670.75%-2653.7pp | 591.07%-574.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,593 | $2,314+12.0% | $3,022-14.2% | $2,670-2.9% |
| Participant deferral / active EE | $6,359 | $3,318+91.7% | $4,438+43.3% | $4,125+54.2% |
| Admin fee / account holder | $7,715 | $4,112+87.6% | $5,614+37.4% | $5,651+36.5% |