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 | $9,370 | $49,922-81.2% | $80,569-88.4% | $75,163-87.5% |
| Participation rate | 96.3% | 55.3%+41.0pp | 67.0%+29.3pp | 67.2%+29.1pp |
| Annual return | 27.38% | 34.69%-7.3pp | 935.43%-908.0pp | 160.62%-133.2pp |
| Employer contribution / active EE | $3,086 | $1,698+81.7% | $2,723+13.3% | $2,670+15.6% |
| Participant deferral / active EE | $4,884 | $2,990+63.3% | $4,447+9.8% | $4,125+18.4% |
| Admin fee / account holder | $403 | $3,577-88.7% | $5,377-92.5% | $5,651-92.9% |