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 | $21,068 | $105,126-80.0% | $94,646-77.7% | $139,434-84.9% |
| Participation rate | 90.9% | 82.4%+8.6pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 20.83% | 38.03%-17.2pp | 156.71%-135.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $5,252 | $4,106+27.9% | $3,672+43.0% | $4,751+10.6% |
| Participant deferral / active EE | $13,271 | $7,599+74.6% | $7,418+78.9% | $6,710+97.8% |
| Admin fee / account holder | $6,165 | $8,984-31.4% | $7,231-14.7% | $11,403-45.9% |