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 | $6,306 | $74,888-91.6% | $71,209-91.1% | $142,382-95.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 20.29% | 345.14%-324.9pp | 282.51%-262.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,379 | $2,854-51.7% | $2,721-49.3% | $4,299-67.9% |
| Participant deferral / active EE | $1,991 | $4,454-55.3% | $4,175-52.3% | $6,507-69.4% |
| Admin fee / account holder | $1,119 | $5,568-79.9% | $5,349-79.1% | $12,624-91.1% |