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 9-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 | $35,418 | $177,572-80.1% | $154,803-77.1% | $142,382-75.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 100.81% | 65.07%+35.7pp | 58.88%+41.9pp | 217.08%-116.3pp |
| Employer contribution / active EE | $2,079 | $4,810-56.8% | $4,305-51.7% | $4,299-51.6% |
| Participant deferral / active EE | $2,879 | $6,272-54.1% | $5,540-48.0% | $6,507-55.8% |
| Admin fee / account holder | $305 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |