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 7-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 | $20,841 | $68,097-69.4% | $62,929-66.9% | $137,256-84.8% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 15.99% | 1859.11%-1843.1pp | 1063.93%-1047.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,001 | $2,811-64.4% | $2,505-60.0% | $4,156-75.9% |
| Participant deferral / active EE | $1,450 | $4,553-68.1% | $3,888-62.7% | $6,407-77.4% |
| Admin fee / account holder | $423 | $6,521-93.5% | $5,065-91.6% | $12,270-96.6% |