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 | $14,204 | $180,749-92.1% | $160,784-91.2% | $137,256-89.7% |
| Participation rate | 95.2% | 80.0%+15.3pp | 77.0%+18.3pp | 80.0%+15.3pp |
| Annual return | 17.64% | 2234.46%-2216.8pp | 1803.92%-1786.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,370 | $4,155-67.0% | $3,733-63.3% | $4,156-67.0% |
| Participant deferral / active EE | $2,664 | $6,844-61.1% | $6,293-57.7% | $6,407-58.4% |
| Admin fee / account holder | $3,936 | $10,397-62.1% | $9,717-59.5% | $12,270-67.9% |