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 | $8,307 | $74,888-88.9% | $71,209-88.3% | $142,382-94.2% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 22.24% | 345.14%-322.9pp | 282.51%-260.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,561 | $2,854-45.3% | $2,721-42.6% | $4,299-63.7% |
| Participant deferral / active EE | $1,930 | $4,454-56.7% | $4,175-53.8% | $6,507-70.3% |
| Admin fee / account holder | $351 | $5,568-93.7% | $5,349-93.4% | $12,624-97.2% |