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 | $17,974 | $72,071-75.1% | $68,368-73.7% | $137,256-86.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 21.27% | 353.14%-331.9pp | 292.57%-271.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,037 | $2,788-26.9% | $2,649-23.1% | $4,156-51.0% |
| Participant deferral / active EE | $4,887 | $4,410+10.8% | $4,123+18.5% | $6,407-23.7% |
| Admin fee / account holder | $2,850 | $5,336-46.6% | $5,150-44.7% | $12,270-76.8% |