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 | $40,761 | $72,071-43.4% | $68,368-40.4% | $137,256-70.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.35% | 353.14%-330.8pp | 292.57%-270.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $4,311 | $2,788+54.6% | $2,649+62.7% | $4,156+3.7% |
| Participant deferral / active EE | $10,317 | $4,410+134.0% | $4,123+150.3% | $6,407+61.0% |
| Admin fee / account holder | $788 | $5,336-85.2% | $5,150-84.7% | $12,270-93.6% |