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 6-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 | $11,216 | $96,305-88.4% | $80,569-86.1% | $139,434-92.0% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 17.28% | 1350.08%-1332.8pp | 935.43%-918.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,080 | $3,262-36.2% | $2,723-23.6% | $4,751-56.2% |
| Participant deferral / active EE | $3,217 | $5,232-38.5% | $4,447-27.7% | $6,710-52.1% |
| Admin fee / account holder | $2,017 | $6,599-69.4% | $5,377-62.5% | $11,403-82.3% |