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 | $74,888-71.2% | $71,209-69.7% | $142,382-84.9% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 24.27% | 345.14%-320.9pp | 282.51%-258.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,144 | $2,854+10.1% | $2,721+15.5% | $4,299-26.9% |
| Participant deferral / active EE | $4,582 | $4,454+2.9% | $4,175+9.7% | $6,507-29.6% |
| Admin fee / account holder | $2,005 | $5,568-64.0% | $5,349-62.5% | $12,624-84.1% |