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 10-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 | $19,308 | $74,888-74.2% | $71,209-72.9% | $142,382-86.4% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 29.72% | 345.14%-315.4pp | 282.51%-252.8pp | 217.08%-187.4pp |
| Employer contribution / active EE | $2,343 | $2,854-17.9% | $2,721-13.9% | $4,299-45.5% |
| Participant deferral / active EE | $3,623 | $4,454-18.7% | $4,175-13.2% | $6,507-44.3% |
| Admin fee / account holder | $1,813 | $5,568-67.4% | $5,349-66.1% | $12,624-85.6% |