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 | $26,500 | $103,966-74.5% | $112,887-76.5% | $75,163-64.7% |
| Participation rate | 81.1% | 75.7%+5.4pp | 80.5%+0.6pp | 67.2%+13.9pp |
| Annual return | 89.46% | 24.54%+64.9pp | 34.10%+55.4pp | 160.62%-71.2pp |
| Employer contribution / active EE | $3,941 | $3,870+1.8% | $4,563-13.6% | $2,670+47.6% |
| Participant deferral / active EE | $6,741 | $5,456+23.6% | $6,513+3.5% | $4,125+63.4% |
| Admin fee / account holder | $2,893 | $7,663-62.3% | $7,047-59.0% | $5,651-48.8% |