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 | $27,578 | $80,717-65.8% | $154,803-82.2% | $84,808-67.5% |
| Participation rate | 83.8% | 66.8%+17.0pp | 78.1%+5.7pp | 68.3%+15.5pp |
| Annual return | 255.91% | 37.96%+218.0pp | 58.88%+197.0pp | 40.90%+215.0pp |
| Employer contribution / active EE | $1,202 | $2,761-56.5% | $4,305-72.1% | $2,631-54.3% |
| Participant deferral / active EE | $2,207 | $3,303-33.2% | $5,540-60.2% | $4,212-47.6% |
| Admin fee / account holder | $374 | $6,746-94.5% | $14,329-97.4% | $7,344-94.9% |