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 | $14,481 | $72,400-80.0% | $67,502-78.5% | $145,922-90.1% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 18.59% | 7182.46%-7163.9pp | 3512.12%-3493.5pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,939 | $3,069-4.2% | $2,731+7.6% | $4,660-36.9% |
| Participant deferral / active EE | $4,334 | $4,783-9.4% | $4,000+8.4% | $6,688-35.2% |
| Admin fee / account holder | $421 | $5,539-92.4% | $3,998-89.5% | $13,397-96.9% |