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 | $12,414 | $67,823-81.7% | $52,425-76.3% | $137,256-91.0% |
| Participation rate | 92.9% | 63.9%+28.9pp | 55.6%+37.2pp | 80.0%+12.9pp |
| Annual return | 20.38% | 219.11%-198.7pp | 302.12%-281.7pp | 220.34%-200.0pp |
| Employer contribution / active EE | $741 | $1,163-36.3% | $914-18.9% | $4,156-82.2% |
| Participant deferral / active EE | $2,030 | $2,288-11.3% | $1,790+13.4% | $6,407-68.3% |
| Admin fee / account holder | $320 | $2,844-88.7% | $2,495-87.2% | $12,270-97.4% |