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 | $45,948 | $74,888-38.6% | $71,209-35.5% | $142,382-67.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 19.70% | 345.14%-325.4pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $9,645 | $2,854+237.9% | $2,721+254.5% | $4,299+124.3% |
| Participant deferral / active EE | $7,178 | $4,454+61.2% | $4,175+71.9% | $6,507+10.3% |
| Admin fee / account holder | $431 | $5,568-92.3% | $5,349-91.9% | $12,624-96.6% |