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 | $14,852 | $108,919-86.4% | $100,391-85.2% | $145,922-89.8% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 19.69% | 57.88%-38.2pp | 49.20%-29.5pp | 561.29%-541.6pp |
| Employer contribution / active EE | $2,348 | $4,419-46.9% | $3,942-40.4% | $4,660-49.6% |
| Participant deferral / active EE | $5,139 | $8,445-39.1% | $8,082-36.4% | $6,688-23.2% |
| Admin fee / account holder | $1,476 | $9,689-84.8% | $7,899-81.3% | $13,397-89.0% |