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 | $18,490 | $133,922-86.2% | $116,228-84.1% | $142,382-87.0% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.6%+17.8pp | 80.1%+12.2pp |
| Annual return | 45.73% | 147.76%-102.0pp | 90.06%-44.3pp | 217.08%-171.3pp |
| Employer contribution / active EE | $1,590 | $3,446-53.9% | $2,994-46.9% | $4,299-63.0% |
| Participant deferral / active EE | $2,753 | $5,672-51.5% | $4,953-44.4% | $6,507-57.7% |
| Admin fee / account holder | $1,047 | $14,945-93.0% | $11,989-91.3% | $12,624-91.7% |