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 | $15,490 | $70,606-78.1% | $53,898-71.3% | $142,382-89.1% |
| Participation rate | 84.6% | 63.7%+20.9pp | 55.0%+29.7pp | 80.1%+4.5pp |
| Annual return | 10.12% | 619.81%-609.7pp | 528.60%-518.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,471 | $1,202+22.4% | $932+57.8% | $4,299-65.8% |
| Participant deferral / active EE | $1,753 | $2,364-25.8% | $1,826-4.0% | $6,507-73.1% |
| Admin fee / account holder | $459 | $2,852-83.9% | $2,491-81.6% | $12,624-96.4% |