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 | $30,082 | $89,753-66.5% | $107,525-72.0% | $84,808-64.5% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 61.62% | 29.48%+32.1pp | 181.32%-119.7pp | 40.90%+20.7pp |
| Employer contribution / active EE | $4,648 | $3,113+49.3% | $3,754+23.8% | $2,631+76.7% |
| Participant deferral / active EE | $7,990 | $4,056+97.0% | $5,116+56.2% | $4,212+89.7% |
| Admin fee / account holder | $1,691 | $7,222-76.6% | $8,919-81.0% | $7,344-77.0% |