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 | $30,782 | $133,922-77.0% | $116,228-73.5% | $142,382-78.4% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.6%-0.9pp | 80.1%-6.4pp |
| Annual return | 22.26% | 147.76%-125.5pp | 90.06%-67.8pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,455 | $3,446-57.8% | $2,994-51.4% | $4,299-66.2% |
| Participant deferral / active EE | $4,562 | $5,672-19.6% | $4,953-7.9% | $6,507-29.9% |
| Admin fee / account holder | $538 | $14,945-96.4% | $11,989-95.5% | $12,624-95.7% |