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 | $20,764 | $72,071-71.2% | $68,368-69.6% | $137,256-84.9% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.0%+14.5pp |
| Annual return | 25.83% | 353.14%-327.3pp | 292.57%-266.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $2,897 | $2,788+3.9% | $2,649+9.4% | $4,156-30.3% |
| Participant deferral / active EE | $7,421 | $4,410+68.3% | $4,123+80.0% | $6,407+15.8% |
| Admin fee / account holder | $790 | $5,336-85.2% | $5,150-84.7% | $12,270-93.6% |