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 | $32,395 | $111,724-71.0% | $93,606-65.4% | $145,922-77.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 40.11% | 202.98%-162.9pp | 133.20%-93.1pp | 561.29%-521.2pp |
| Employer contribution / active EE | $1,507 | $3,090-51.2% | $2,420-37.7% | $4,660-67.7% |
| Participant deferral / active EE | $5,894 | $4,912+20.0% | $4,411+33.6% | $6,688-11.9% |
| Admin fee / account holder | $4,299 | $10,250-58.1% | $8,285-48.1% | $13,397-67.9% |