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 | $15,659 | $58,208-73.1% | $81,812-80.9% | $80,856-80.6% |
| Participation rate | 88.5% | 63.4%+25.0pp | 72.3%+16.1pp | 67.6%+20.8pp |
| Annual return | 16.76% | 41.66%-24.9pp | 773.79%-757.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,486 | $2,340-36.5% | $2,912-49.0% | $2,755-46.1% |
| Participant deferral / active EE | $3,636 | $3,281+10.8% | $4,319-15.8% | $4,296-15.4% |
| Admin fee / account holder | $1,246 | $4,981-75.0% | $7,386-83.1% | $6,918-82.0% |