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 | $14,238 | $70,756-79.9% | $65,493-78.3% | $142,382-90.0% |
| Participation rate | 87.0% | 77.4%+9.6pp | 73.1%+13.9pp | 80.1%+6.8pp |
| Annual return | 13.24% | 1754.89%-1741.7pp | 982.45%-969.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,010 | $2,881+4.5% | $2,574+16.9% | $4,299-30.0% |
| Participant deferral / active EE | $4,194 | $4,637-9.6% | $3,961+5.9% | $6,507-35.6% |
| Admin fee / account holder | $933 | $6,559-85.8% | $5,028-81.4% | $12,624-92.6% |