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 | $74,888-72.3% | $71,209-70.8% | $142,382-85.4% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 25.83% | 345.14%-319.3pp | 282.51%-256.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,897 | $2,854+1.5% | $2,721+6.5% | $4,299-32.6% |
| Participant deferral / active EE | $7,421 | $4,454+66.6% | $4,175+77.7% | $6,507+14.0% |
| Admin fee / account holder | $790 | $5,568-85.8% | $5,349-85.2% | $12,624-93.7% |