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 | $106,584-80.6% | $101,326-79.6% | $142,382-85.5% |
| Participation rate | 88.2% | 82.7%+5.5pp | 81.5%+6.7pp | 80.1%+8.1pp |
| Annual return | 380.67% | 36.93%+343.7pp | 36.82%+343.9pp | 217.08%+163.6pp |
| Employer contribution / active EE | $1,949 | $3,956-50.7% | $3,665-46.8% | $4,299-54.7% |
| Participant deferral / active EE | $7,967 | $8,297-4.0% | $7,994-0.3% | $6,507+22.4% |
| Admin fee / account holder | $884 | $11,446-92.3% | $11,185-92.1% | $12,624-93.0% |