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 | $26,907 | $72,071-62.7% | $68,368-60.6% | $137,256-80.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 23.02% | 353.14%-330.1pp | 292.57%-269.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,902 | $2,788-31.8% | $2,649-28.2% | $4,156-54.2% |
| Participant deferral / active EE | $2,568 | $4,410-41.8% | $4,123-37.7% | $6,407-59.9% |
| Admin fee / account holder | $1,089 | $5,336-79.6% | $5,150-78.9% | $12,270-91.1% |