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 | $21,185 | $149,040-85.8% | $120,225-82.4% | $137,256-84.6% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 24.51% | 605.68%-581.2pp | 439.23%-414.7pp | 220.34%-195.8pp |
| Employer contribution / active EE | $532 | $4,350-87.8% | $3,475-84.7% | $4,156-87.2% |
| Participant deferral / active EE | $3,523 | $4,655-24.3% | $3,999-11.9% | $6,407-45.0% |
| Admin fee / account holder | $2,959 | $6,348-53.4% | $5,696-48.1% | $12,270-75.9% |