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 | $38,358 | $111,535-65.6% | $105,223-63.5% | $137,256-72.1% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 80.0%+15.0pp |
| Annual return | 33.93% | 237.85%-203.9pp | 180.65%-146.7pp | 220.34%-186.4pp |
| Employer contribution / active EE | $14,005 | $3,939+255.5% | $3,689+279.7% | $4,156+237.0% |
| Participant deferral / active EE | $8,616 | $5,500+56.7% | $5,072+69.9% | $6,407+34.5% |
| Admin fee / account holder | $1,430 | $9,721-85.3% | $8,859-83.9% | $12,270-88.3% |