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 | $39,519 | $133,922-70.5% | $116,228-66.0% | $142,382-72.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.28% | 147.76%-126.5pp | 90.06%-68.8pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,037 | $3,446-69.9% | $2,994-65.4% | $4,299-75.9% |
| Participant deferral / active EE | $6,918 | $5,672+22.0% | $4,953+39.7% | $6,507+6.3% |
| Admin fee / account holder | $1,262 | $14,945-91.6% | $11,989-89.5% | $12,624-90.0% |