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 | $20,210 | $159,901-87.4% | $146,958-86.2% | $145,922-86.1% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 30.71% | 98.13%-67.4pp | 418.34%-387.6pp | 561.29%-530.6pp |
| Employer contribution / active EE | $1,779 | $5,286-66.3% | $4,933-63.9% | $4,660-61.8% |
| Participant deferral / active EE | $6,526 | $8,428-22.6% | $8,070-19.1% | $6,688-2.4% |
| Admin fee / account holder | $331 | $15,044-97.8% | $12,998-97.5% | $13,397-97.5% |