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 | $32,725 | $105,126-68.9% | $94,646-65.4% | $139,434-76.5% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 120.64% | 38.03%+82.6pp | 156.71%-36.1pp | 372.94%-252.3pp |
| Employer contribution / active EE | $5,138 | $4,106+25.1% | $3,672+39.9% | $4,751+8.2% |
| Participant deferral / active EE | $9,351 | $7,599+23.1% | $7,418+26.1% | $6,710+39.4% |
| Admin fee / account holder | $841 | $8,984-90.6% | $7,231-88.4% | $11,403-92.6% |