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 | $21,266 | $183,519-88.4% | $155,509-86.3% | $145,922-85.4% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 19.73% | 61.17%-41.4pp | 64.67%-44.9pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,459 | $5,313-72.5% | $4,672-68.8% | $4,660-68.7% |
| Participant deferral / active EE | $5,545 | $6,462-14.2% | $5,626-1.4% | $6,688-17.1% |
| Admin fee / account holder | $906 | $19,313-95.3% | $15,912-94.3% | $13,397-93.2% |