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 | $24,794 | $118,450-79.1% | $98,439-74.8% | $139,434-82.2% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 182.21% | 18.94%+163.3pp | 21.16%+161.1pp | 372.94%-190.7pp |
| Employer contribution / active EE | $933 | $3,609-74.1% | $3,048-69.4% | $4,751-80.4% |
| Participant deferral / active EE | $12,976 | $5,392+140.7% | $4,738+173.9% | $6,710+93.4% |
| Admin fee / account holder | $620 | $14,026-95.6% | $8,948-93.1% | $11,403-94.6% |