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 | $33,986 | $183,519-81.5% | $155,509-78.1% | $145,922-76.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.23% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,893 | $5,313-64.4% | $4,672-59.5% | $4,660-59.4% |
| Participant deferral / active EE | $5,214 | $6,462-19.3% | $5,626-7.3% | $6,688-22.0% |
| Admin fee / account holder | $317 | $19,313-98.4% | $15,912-98.0% | $13,397-97.6% |