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 | $17,646 | $72,071-75.5% | $68,368-74.2% | $137,256-87.1% |
| Participation rate | 76.2% | 76.2%0pp | 73.8%+2.4pp | 80.0%-3.8pp |
| Annual return | 20.20% | 353.14%-332.9pp | 292.57%-272.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,330 | $2,788-52.3% | $2,649-49.8% | $4,156-68.0% |
| Participant deferral / active EE | $3,910 | $4,410-11.3% | $4,123-5.2% | $6,407-39.0% |
| Admin fee / account holder | $818 | $5,336-84.7% | $5,150-84.1% | $12,270-93.3% |