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 | $39,281 | $179,726-78.1% | $156,263-74.9% | $142,382-72.4% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 180.15% | 77.86%+102.3pp | 59.47%+120.7pp | 217.08%-36.9pp |
| Employer contribution / active EE | $1,983 | $5,069-60.9% | $4,333-54.2% | $4,299-53.9% |
| Participant deferral / active EE | $6,224 | $6,956-10.5% | $6,158+1.1% | $6,507-4.3% |
| Admin fee / account holder | $1,108 | $17,272-93.6% | $14,255-92.2% | $12,624-91.2% |