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 4-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 | $25,381 | $72,071-64.8% | $68,368-62.9% | $137,256-81.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 19.34% | 353.14%-333.8pp | 292.57%-273.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,456 | $2,788-11.9% | $2,649-7.3% | $4,156-40.9% |
| Participant deferral / active EE | $4,568 | $4,410+3.6% | $4,123+10.8% | $6,407-28.7% |
| Admin fee / account holder | $3,253 | $5,336-39.0% | $5,150-36.8% | $12,270-73.5% |