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 | $16,611 | $58,208-71.5% | $81,812-79.7% | $80,856-79.5% |
| Participation rate | 95.2% | 63.4%+31.8pp | 72.3%+22.9pp | 67.6%+27.6pp |
| Annual return | 12.83% | 41.66%-28.8pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,433 | $2,340+4.0% | $2,912-16.4% | $2,755-11.7% |
| Participant deferral / active EE | $5,330 | $3,281+62.5% | $4,319+23.4% | $4,296+24.1% |
| Admin fee / account holder | $627 | $4,981-87.4% | $7,386-91.5% | $6,918-90.9% |