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 | $33,589 | $106,515-68.5% | $96,683-65.3% | $139,434-75.9% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 270.62% | 38.43%+232.2pp | 35.69%+234.9pp | 372.94%-102.3pp |
| Employer contribution / active EE | $1,207 | $4,103-70.6% | $3,737-67.7% | $4,751-74.6% |
| Participant deferral / active EE | $9,495 | $5,454+74.1% | $4,878+94.6% | $6,710+41.5% |
| Admin fee / account holder | $417 | $7,877-94.7% | $6,730-93.8% | $11,403-96.3% |