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 | $20,668 | $100,970-79.5% | $96,576-78.6% | $137,256-84.9% |
| Participation rate | 88.2% | 82.6%+5.6pp | 81.4%+6.8pp | 80.0%+8.3pp |
| Annual return | 380.67% | 38.16%+342.5pp | 38.47%+342.2pp | 220.34%+160.3pp |
| Employer contribution / active EE | $1,949 | $3,809-48.8% | $3,553-45.2% | $4,156-53.1% |
| Participant deferral / active EE | $7,967 | $8,286-3.9% | $7,956+0.1% | $6,407+24.4% |
| Admin fee / account holder | $884 | $11,312-92.2% | $11,381-92.2% | $12,270-92.8% |