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 | $13,940 | $111,535-87.5% | $105,223-86.8% | $137,256-89.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 22.96% | 237.85%-214.9pp | 180.65%-157.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,098 | $3,939-21.4% | $3,689-16.0% | $4,156-25.5% |
| Participant deferral / active EE | $3,432 | $5,500-37.6% | $5,072-32.3% | $6,407-46.4% |
| Admin fee / account holder | $1,023 | $9,721-89.5% | $8,859-88.5% | $12,270-91.7% |