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 | $24,893 | $93,571-73.4% | $135,903-81.7% | $75,163-66.9% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 61.73% | 30.90%+30.8pp | 68.23%-6.5pp | 160.62%-98.9pp |
| Employer contribution / active EE | $4,163 | $3,537+17.7% | $4,856-14.3% | $2,670+55.9% |
| Participant deferral / active EE | $9,746 | $6,404+52.2% | $7,758+25.6% | $4,125+136.3% |
| Admin fee / account holder | $695 | $6,975-90.0% | $10,762-93.5% | $5,651-87.7% |