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 | $14,650 | $156,846-90.7% | $121,098-87.9% | $139,434-89.5% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.5%+8.3pp | 80.3%-2.5pp |
| Annual return | 19.13% | 1474.56%-1455.4pp | 985.75%-966.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,601 | $5,536-53.0% | $4,164-37.5% | $4,751-45.2% |
| Participant deferral / active EE | $3,052 | $4,844-37.0% | $4,080-25.2% | $6,710-54.5% |
| Admin fee / account holder | $600 | $6,946-91.4% | $5,644-89.4% | $11,403-94.7% |