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 | $22,769 | $74,888-69.6% | $71,209-68.0% | $142,382-84.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 20.69% | 345.14%-324.5pp | 282.51%-261.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,508 | $2,854-47.2% | $2,721-44.6% | $4,299-64.9% |
| Participant deferral / active EE | $6,001 | $4,454+34.7% | $4,175+43.7% | $6,507-7.8% |
| Admin fee / account holder | $554 | $5,568-90.1% | $5,349-89.7% | $12,624-95.6% |