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 | $28,290 | $111,535-74.6% | $105,223-73.1% | $137,256-79.4% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 20.75% | 237.85%-217.1pp | 180.65%-159.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,590 | $3,939-59.6% | $3,689-56.9% | $4,156-61.7% |
| Participant deferral / active EE | $4,837 | $5,500-12.0% | $5,072-4.6% | $6,407-24.5% |
| Admin fee / account holder | $1,737 | $9,721-82.1% | $8,859-80.4% | $12,270-85.8% |