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 | $38,984 | $202,432-80.7% | $169,368-77.0% | $139,434-72.0% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 14.08% | 531.74%-517.7pp | 405.60%-391.5pp | 372.94%-358.9pp |
| Employer contribution / active EE | $6,982 | $4,692+48.8% | $4,013+74.0% | $4,751+47.0% |
| Participant deferral / active EE | $2,912 | $6,938-58.0% | $6,221-53.2% | $6,710-56.6% |
| Admin fee / account holder | $934 | $10,708-91.3% | $9,003-89.6% | $11,403-91.8% |