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 | $28,926 | $210,648-86.3% | $177,989-83.7% | $145,922-80.2% |
| Participation rate | 78.6% | 80.8%-2.2pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 14.39% | 385.86%-371.5pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,644 | $4,565-42.1% | $3,949-33.0% | $4,660-43.3% |
| Participant deferral / active EE | $8,387 | $6,958+20.5% | $6,276+33.6% | $6,688+25.4% |
| Admin fee / account holder | $1,927 | $12,013-84.0% | $10,363-81.4% | $13,397-85.6% |