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 5-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 | $9,404 | $96,305-90.2% | $80,569-88.3% | $139,434-93.3% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 18.16% | 1350.08%-1331.9pp | 935.43%-917.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,545 | $3,262-52.7% | $2,723-43.3% | $4,751-67.5% |
| Participant deferral / active EE | $3,349 | $5,232-36.0% | $4,447-24.7% | $6,710-50.1% |
| Admin fee / account holder | $1,658 | $6,599-74.9% | $5,377-69.2% | $11,403-85.5% |