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 | $24,464 | $111,535-78.1% | $105,223-76.8% | $137,256-82.2% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 26.12% | 237.85%-211.7pp | 180.65%-154.5pp | 220.34%-194.2pp |
| Employer contribution / active EE | $2,099 | $3,939-46.7% | $3,689-43.1% | $4,156-49.5% |
| Participant deferral / active EE | $4,593 | $5,500-16.5% | $5,072-9.4% | $6,407-28.3% |
| Admin fee / account holder | $366 | $9,721-96.2% | $8,859-95.9% | $12,270-97.0% |