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 | $15,016 | $90,348-83.4% | $75,972-80.2% | $145,922-89.7% |
| Participation rate | 84.2% | 74.5%+9.8pp | 69.1%+15.2pp | 80.3%+3.9pp |
| Annual return | 10.03% | 620.88%-610.8pp | 359.55%-349.5pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,480 | $3,311-25.1% | $2,685-7.6% | $4,660-46.8% |
| Participant deferral / active EE | $3,553 | $5,162-31.2% | $4,255-16.5% | $6,688-46.9% |
| Admin fee / account holder | $2,107 | $8,467-75.1% | $6,467-67.4% | $13,397-84.3% |