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 | $49,222 | $114,381-57.0% | $107,525-54.2% | $142,382-65.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.67% | 242.71%-218.0pp | 181.32%-156.6pp | 217.08%-192.4pp |
| Employer contribution / active EE | $6,869 | $4,015+71.1% | $3,754+83.0% | $4,299+59.8% |
| Participant deferral / active EE | $7,527 | $5,564+35.3% | $5,116+47.1% | $6,507+15.7% |
| Admin fee / account holder | $416 | $9,860-95.8% | $8,919-95.3% | $12,624-96.7% |