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 | $20,241 | $74,888-73.0% | $71,209-71.6% | $142,382-85.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 44.25% | 345.14%-300.9pp | 282.51%-238.3pp | 217.08%-172.8pp |
| Employer contribution / active EE | $2,636 | $2,854-7.7% | $2,721-3.1% | $4,299-38.7% |
| Participant deferral / active EE | $6,712 | $4,454+50.7% | $4,175+60.8% | $6,507+3.1% |
| Admin fee / account holder | $690 | $5,568-87.6% | $5,349-87.1% | $12,624-94.5% |