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 | $8,159 | $110,261-92.6% | $95,745-91.5% | $139,434-94.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 53.24% | 27.11%+26.1pp | 28.35%+24.9pp | 372.94%-319.7pp |
| Employer contribution / active EE | $833 | $3,257-74.4% | $2,835-70.6% | $4,751-82.5% |
| Participant deferral / active EE | $5,414 | $4,676+15.8% | $4,245+27.5% | $6,710-19.3% |
| Admin fee / account holder | $520 | $6,613-92.1% | $5,678-90.8% | $11,403-95.4% |