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 | $21,555 | $77,314-72.1% | $177,989-87.9% | $80,856-73.3% |
| Participation rate | 90.0% | 65.7%+24.3pp | 77.1%+12.9pp | 67.6%+22.4pp |
| Annual return | 64.58% | 18.09%+46.5pp | 294.48%-229.9pp | 35.59%+29.0pp |
| Employer contribution / active EE | $508 | $2,292-77.8% | $3,949-87.1% | $2,755-81.6% |
| Participant deferral / active EE | $4,717 | $4,411+6.9% | $6,276-24.8% | $4,296+9.8% |
| Admin fee / account holder | $1,623 | $7,191-77.4% | $10,363-84.3% | $6,918-76.5% |