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 | $35,161 | $66,098-46.8% | $101,794-65.5% | $74,304-52.7% |
| Participation rate | 87.8% | 53.8%+34.1pp | 69.2%+18.6pp | 60.3%+27.5pp |
| Annual return | 63.89% | 19.59%+44.3pp | 30.53%+33.4pp | 29.43%+34.5pp |
| Employer contribution / active EE | $2,850 | $1,082+163.5% | $2,289+24.5% | $2,241+27.2% |
| Participant deferral / active EE | $6,715 | $2,781+141.4% | $4,084+64.4% | $3,767+78.2% |
| Admin fee / account holder | $2,557 | $4,146-38.3% | $8,777-70.9% | $2,969-13.9% |