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 | $17,072 | $74,888-77.2% | $71,209-76.0% | $142,382-88.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.04% | 345.14%-322.1pp | 282.51%-259.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,756 | $2,854-38.5% | $2,721-35.5% | $4,299-59.2% |
| Participant deferral / active EE | $4,475 | $4,454+0.5% | $4,175+7.2% | $6,507-31.2% |
| Admin fee / account holder | $356 | $5,568-93.6% | $5,349-93.4% | $12,624-97.2% |