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 | $13,674 | $156,846-91.3% | $121,098-88.7% | $139,434-90.2% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 30.13% | 1474.56%-1444.4pp | 985.75%-955.6pp | 372.94%-342.8pp |
| Employer contribution / active EE | $2,931 | $5,536-47.1% | $4,164-29.6% | $4,751-38.3% |
| Participant deferral / active EE | $4,919 | $4,844+1.5% | $4,080+20.6% | $6,710-26.7% |
| Admin fee / account holder | $3,139 | $6,946-54.8% | $5,644-44.4% | $11,403-72.5% |