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 6-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 | $43,665 | $155,788-72.0% | $124,672-65.0% | $167,490-73.9% |
| Participation rate | 93.8% | 81.1%+12.6pp | 74.6%+19.1pp | 82.1%+11.6pp |
| Annual return | 33.76% | 17.97%+15.8pp | 5142.93%-5109.2pp | 478.56%-444.8pp |
| Employer contribution / active EE | $1,019 | $4,163-75.5% | $3,324-69.3% | $4,837-78.9% |
| Participant deferral / active EE | $6,500 | $5,673+14.6% | $4,614+40.9% | $6,341+2.5% |
| Admin fee / account holder | $313 | $9,531-96.7% | $7,493-95.8% | $12,309-97.5% |