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 | $16,948 | $114,381-85.2% | $107,525-84.2% | $142,382-88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.99% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,905 | $4,015-52.5% | $3,754-49.2% | $4,299-55.7% |
| Participant deferral / active EE | $6,099 | $5,564+9.6% | $5,116+19.2% | $6,507-6.3% |
| Admin fee / account holder | $459 | $9,860-95.3% | $8,919-94.9% | $12,624-96.4% |