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 | $42,190 | $90,348-53.3% | $75,972-44.5% | $145,922-71.1% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 11.78% | 620.88%-609.1pp | 359.55%-347.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,922 | $3,311-42.0% | $2,685-28.4% | $4,660-58.8% |
| Participant deferral / active EE | $5,302 | $5,162+2.7% | $4,255+24.6% | $6,688-20.7% |
| Admin fee / account holder | $2,797 | $8,467-67.0% | $6,467-56.8% | $13,397-79.1% |