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 | $18,716 | $148,534-87.4% | $135,903-86.2% | $139,434-86.6% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 14.46% | 79.19%-64.7pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,855 | $5,243-45.5% | $4,856-41.2% | $4,751-39.9% |
| Participant deferral / active EE | $3,309 | $8,100-59.1% | $7,758-57.3% | $6,710-50.7% |
| Admin fee / account holder | $795 | $12,400-93.6% | $10,762-92.6% | $11,403-93.0% |