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 | $17,638 | $114,381-84.6% | $107,525-83.6% | $142,382-87.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.65% | 242.71%-220.1pp | 181.32%-158.7pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,389 | $4,015-40.5% | $3,754-36.4% | $4,299-44.4% |
| Participant deferral / active EE | $3,320 | $5,564-40.3% | $5,116-35.1% | $6,507-49.0% |
| Admin fee / account holder | $591 | $9,860-94.0% | $8,919-93.4% | $12,624-95.3% |