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 | $17,087 | $67,823-74.8% | $52,425-67.4% | $137,256-87.6% |
| Participation rate | 82.4% | 63.9%+18.4pp | 55.6%+26.7pp | 80.0%+2.4pp |
| Annual return | 21.67% | 219.11%-197.4pp | 302.12%-280.5pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,497 | $1,163+28.7% | $914+63.8% | $4,156-64.0% |
| Participant deferral / active EE | $3,019 | $2,288+32.0% | $1,790+68.6% | $6,407-52.9% |
| Admin fee / account holder | $1,357 | $2,844-52.3% | $2,495-45.6% | $12,270-88.9% |