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 | $68,097-79.1% | $62,929-77.4% | $137,256-89.6% |
| Participation rate | 87.0% | 77.4%+9.5pp | 73.1%+13.8pp | 80.0%+7.0pp |
| Annual return | 13.24% | 1859.11%-1845.9pp | 1063.93%-1050.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,010 | $2,811+7.1% | $2,505+20.2% | $4,156-27.6% |
| Participant deferral / active EE | $4,194 | $4,553-7.9% | $3,888+7.9% | $6,407-34.5% |
| Admin fee / account holder | $933 | $6,521-85.7% | $5,065-81.6% | $12,270-92.4% |