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 | $15,503 | $70,756-78.1% | $65,493-76.3% | $142,382-89.1% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.1%+10.8pp |
| Annual return | 13.99% | 1754.89%-1740.9pp | 982.45%-968.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,276 | $2,881-21.0% | $2,574-11.6% | $4,299-47.1% |
| Participant deferral / active EE | $4,957 | $4,637+6.9% | $3,961+25.1% | $6,507-23.8% |
| Admin fee / account holder | $2,105 | $6,559-67.9% | $5,028-58.1% | $12,624-83.3% |