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 | $21,553 | $72,071-70.1% | $68,368-68.5% | $137,256-84.3% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 24.27% | 353.14%-328.9pp | 292.57%-268.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $3,144 | $2,788+12.8% | $2,649+18.7% | $4,156-24.4% |
| Participant deferral / active EE | $4,582 | $4,410+3.9% | $4,123+11.1% | $6,407-28.5% |
| Admin fee / account holder | $2,005 | $5,336-62.4% | $5,150-61.1% | $12,270-83.7% |