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 | $13,397 | $108,919-87.7% | $100,391-86.7% | $145,922-90.8% |
| Participation rate | 93.8% | 82.9%+10.8pp | 81.5%+12.3pp | 80.3%+13.5pp |
| Annual return | 10.68% | 57.88%-47.2pp | 49.20%-38.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,001 | $4,419-54.7% | $3,942-49.2% | $4,660-57.1% |
| Participant deferral / active EE | $3,728 | $8,445-55.9% | $8,082-53.9% | $6,688-44.3% |
| Admin fee / account holder | $701 | $9,689-92.8% | $7,899-91.1% | $13,397-94.8% |