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 | $10,487 | $96,305-89.1% | $80,569-87.0% | $139,434-92.5% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 28.66% | 1350.08%-1321.4pp | 935.43%-906.8pp | 372.94%-344.3pp |
| Employer contribution / active EE | $2,138 | $3,262-34.5% | $2,723-21.5% | $4,751-55.0% |
| Participant deferral / active EE | $3,094 | $5,232-40.9% | $4,447-30.4% | $6,710-53.9% |
| Admin fee / account holder | $1,816 | $6,599-72.5% | $5,377-66.2% | $11,403-84.1% |