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 | $7,420 | $67,823-89.1% | $52,425-85.8% | $137,256-94.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 10.27% | 219.11%-208.8pp | 302.12%-291.9pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,344 | $1,163+15.6% | $914+47.0% | $4,156-67.7% |
| Participant deferral / active EE | $1,687 | $2,288-26.3% | $1,790-5.8% | $6,407-73.7% |
| Admin fee / account holder | $4,196 | $2,844+47.5% | $2,495+68.2% | $12,270-65.8% |