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 | $29,484 | $105,126-72.0% | $94,646-68.8% | $139,434-78.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 53.00% | 38.03%+15.0pp | 156.71%-103.7pp | 372.94%-319.9pp |
| Employer contribution / active EE | $4,591 | $4,106+11.8% | $3,672+25.0% | $4,751-3.4% |
| Participant deferral / active EE | $6,588 | $7,599-13.3% | $7,418-11.2% | $6,710-1.8% |
| Admin fee / account holder | $370 | $8,984-95.9% | $7,231-94.9% | $11,403-96.8% |