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 | $20,759 | $57,590-64.0% | $86,233-75.9% | $82,448-74.8% |
| Participation rate | 71.4% | 57.9%+13.6pp | 69.0%+2.4pp | 68.1%+3.4pp |
| Annual return | 247.88% | 22.41%+225.5pp | 61.39%+186.5pp | 41.64%+206.2pp |
| Employer contribution / active EE | $1,411 | $1,655-14.7% | $2,504-43.7% | $2,551-44.7% |
| Participant deferral / active EE | $3,330 | $3,080+8.1% | $4,559-27.0% | $4,139-19.5% |
| Admin fee / account holder | $764 | $4,730-83.8% | $8,342-90.8% | $7,234-89.4% |