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 | $4,261 | $104,974-95.9% | $95,585-95.5% | $142,382-97.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 43.31% | 210.33%-167.0pp | 38.56%+4.8pp | 217.08%-173.8pp |
| Employer contribution / active EE | $749 | $2,779-73.0% | $2,527-70.3% | $4,299-82.6% |
| Participant deferral / active EE | $940 | $4,352-78.4% | $4,023-76.6% | $6,507-85.6% |
| Admin fee / account holder | $1,031 | $6,386-83.9% | $6,127-83.2% | $12,624-91.8% |