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 | $20,621 | $104,974-80.4% | $95,585-78.4% | $142,382-85.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 17.73% | 210.33%-192.6pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,701 | $2,779-38.8% | $2,527-32.7% | $4,299-60.4% |
| Participant deferral / active EE | $2,281 | $4,352-47.6% | $4,023-43.3% | $6,507-65.0% |
| Admin fee / account holder | $563 | $6,386-91.2% | $6,127-90.8% | $12,624-95.5% |