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 | $19,785 | $133,922-85.2% | $116,228-83.0% | $142,382-86.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 21.92% | 147.76%-125.8pp | 90.06%-68.1pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,020 | $3,446-41.4% | $2,994-32.5% | $4,299-53.0% |
| Participant deferral / active EE | $3,437 | $5,672-39.4% | $4,953-30.6% | $6,507-47.2% |
| Admin fee / account holder | $514 | $14,945-96.6% | $11,989-95.7% | $12,624-95.9% |