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 | $114,381-66.5% | $107,525-64.3% | $142,382-73.1% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 33.93% | 242.71%-208.8pp | 181.32%-147.4pp | 217.08%-183.1pp |
| Employer contribution / active EE | $14,005 | $4,015+248.8% | $3,754+273.1% | $4,299+225.8% |
| Participant deferral / active EE | $8,616 | $5,564+54.8% | $5,116+68.4% | $6,507+32.4% |
| Admin fee / account holder | $1,430 | $9,860-85.5% | $8,919-84.0% | $12,624-88.7% |