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 | $21,892 | $148,534-85.3% | $135,903-83.9% | $139,434-84.3% |
| Participation rate | 72.2% | 83.9%-11.6pp | 81.9%-9.7pp | 80.3%-8.1pp |
| Annual return | 387.83% | 79.19%+308.6pp | 68.23%+319.6pp | 372.94%+14.9pp |
| Employer contribution / active EE | $3,875 | $5,243-26.1% | $4,856-20.2% | $4,751-18.4% |
| Participant deferral / active EE | $3,875 | $8,100-52.2% | $7,758-50.1% | $6,710-42.3% |
| Admin fee / account holder | $1,229 | $12,400-90.1% | $10,762-88.6% | $11,403-89.2% |