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 3-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 | $7,962 | $90,348-91.2% | $75,972-89.5% | $145,922-94.5% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.1%+26.6pp | 80.3%+15.4pp |
| Annual return | 17.62% | 620.88%-603.3pp | 359.55%-341.9pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,448 | $3,311-26.1% | $2,685-8.8% | $4,660-47.5% |
| Participant deferral / active EE | $6,449 | $5,162+24.9% | $4,255+51.5% | $6,688-3.6% |
| Admin fee / account holder | $8,175 | $8,467-3.5% | $6,467+26.4% | $13,397-39.0% |