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 | $21,421 | $169,032-87.3% | $129,207-83.4% | $145,922-85.3% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.6%+13.7pp | 80.3%+3.1pp |
| Annual return | 12.57% | 14330.11%-14317.5pp | 9417.33%-9404.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,971 | $5,537-64.4% | $4,153-52.5% | $4,660-57.7% |
| Participant deferral / active EE | $5,784 | $4,987+16.0% | $4,168+38.8% | $6,688-13.5% |
| Admin fee / account holder | $580 | $9,954-94.2% | $7,715-92.5% | $13,397-95.7% |