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 8-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 | $21,169 | $109,327-80.6% | $89,391-76.3% | $158,922-86.7% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 32.69% | 345.68%-313.0pp | 245.62%-212.9pp | 302.83%-270.1pp |
| Employer contribution / active EE | $621 | $3,170-80.4% | $2,586-76.0% | $4,761-87.0% |
| Participant deferral / active EE | $2,368 | $4,598-48.5% | $3,890-39.1% | $5,982-60.4% |
| Admin fee / account holder | $948 | $6,153-84.6% | $4,881-80.6% | $11,246-91.6% |