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 | $60,022-65.4% | $88,946-76.7% | $84,808-75.5% |
| Participation rate | 71.4% | 57.8%+13.6pp | 68.8%+2.6pp | 68.3%+3.1pp |
| Annual return | 247.88% | 22.43%+225.5pp | 57.82%+190.1pp | 40.90%+207.0pp |
| Employer contribution / active EE | $1,411 | $1,703-17.1% | $2,555-44.8% | $2,631-46.4% |
| Participant deferral / active EE | $3,330 | $3,114+7.0% | $4,581-27.3% | $4,212-20.9% |
| Admin fee / account holder | $764 | $4,811-84.1% | $8,261-90.7% | $7,344-89.6% |