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 | $34,515 | $133,922-74.2% | $116,228-70.3% | $142,382-75.8% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.6%+20.7pp | 80.1%+15.1pp |
| Annual return | 13.56% | 147.76%-134.2pp | 90.06%-76.5pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,602 | $3,446-53.5% | $2,994-46.5% | $4,299-62.7% |
| Participant deferral / active EE | $9,523 | $5,672+67.9% | $4,953+92.3% | $6,507+46.3% |
| Admin fee / account holder | $1,244 | $14,945-91.7% | $11,989-89.6% | $12,624-90.1% |