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 8-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 | $20,119 | $96,305-79.1% | $80,569-75.0% | $139,434-85.6% |
| Participation rate | 76.9% | 73.6%+3.3pp | 67.0%+9.9pp | 80.3%-3.4pp |
| Annual return | 17.12% | 1350.08%-1333.0pp | 935.43%-918.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,243 | $3,262-61.9% | $2,723-54.3% | $4,751-73.8% |
| Participant deferral / active EE | $4,421 | $5,232-15.5% | $4,447-0.6% | $6,710-34.1% |
| Admin fee / account holder | $2,379 | $6,599-64.0% | $5,377-55.8% | $11,403-79.1% |