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 | $61,318 | $74,888-18.1% | $71,209-13.9% | $142,382-56.9% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 23.66% | 345.14%-321.5pp | 282.51%-258.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $4,793 | $2,854+67.9% | $2,721+76.1% | $4,299+11.5% |
| Participant deferral / active EE | $10,362 | $4,454+132.6% | $4,175+148.2% | $6,507+59.2% |
| Admin fee / account holder | $1,949 | $5,568-65.0% | $5,349-63.6% | $12,624-84.6% |