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 3-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 | $9,058 | $68,097-86.7% | $62,929-85.6% | $137,256-93.4% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 21.21% | 1859.11%-1837.9pp | 1063.93%-1042.7pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,646 | $2,811-41.4% | $2,505-34.3% | $4,156-60.4% |
| Participant deferral / active EE | $1,820 | $4,553-60.0% | $3,888-53.2% | $6,407-71.6% |
| Admin fee / account holder | $1,100 | $6,521-83.1% | $5,065-78.3% | $12,270-91.0% |