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 | $13,676 | $123,909-89.0% | $69,647-80.4% | $145,922-90.6% |
| Participation rate | 91.3% | 69.2%+22.1pp | 66.5%+24.9pp | 80.3%+11.0pp |
| Annual return | 13.20% | 190.55%-177.4pp | 100.48%-87.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,305 | $2,682-51.3% | $1,712-23.8% | $4,660-72.0% |
| Participant deferral / active EE | $3,644 | $4,236-14.0% | $2,886+26.3% | $6,688-45.5% |
| Admin fee / account holder | $2,348 | $7,863-70.1% | $4,713-50.2% | $13,397-82.5% |