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 5-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 | $19,065 | $114,381-83.3% | $107,525-82.3% | $142,382-86.6% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 40.41% | 242.71%-202.3pp | 181.32%-140.9pp | 217.08%-176.7pp |
| Employer contribution / active EE | $10,849 | $4,015+170.2% | $3,754+189.0% | $4,299+152.4% |
| Participant deferral / active EE | $3,738 | $5,564-32.8% | $5,116-26.9% | $6,507-42.6% |
| Admin fee / account holder | $1,135 | $9,860-88.5% | $8,919-87.3% | $12,624-91.0% |