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 | $30,777 | $165,984-81.5% | $164,813-81.3% | $145,922-78.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.48% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,469 | $5,273-34.2% | $4,341-20.1% | $4,660-25.6% |
| Participant deferral / active EE | $7,651 | $6,959+9.9% | $6,031+26.9% | $6,688+14.4% |
| Admin fee / account holder | $380 | $16,648-97.7% | $12,690-97.0% | $13,397-97.2% |