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 | $51,757 | $93,571-44.7% | $135,903-61.9% | $75,163-31.1% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.9%+8.8pp | 67.2%+23.5pp |
| Annual return | 61.48% | 30.90%+30.6pp | 68.23%-6.7pp | 160.62%-99.1pp |
| Employer contribution / active EE | $7,751 | $3,537+119.2% | $4,856+59.6% | $2,670+190.3% |
| Participant deferral / active EE | $14,465 | $6,404+125.9% | $7,758+86.5% | $4,125+250.7% |
| Admin fee / account holder | $3,293 | $6,975-52.8% | $10,762-69.4% | $5,651-41.7% |