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 | $8,241 | $74,888-89.0% | $71,209-88.4% | $142,382-94.2% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 30.77% | 345.14%-314.4pp | 282.51%-251.7pp | 217.08%-186.3pp |
| Employer contribution / active EE | $1,201 | $2,854-57.9% | $2,721-55.9% | $4,299-72.1% |
| Participant deferral / active EE | $2,630 | $4,454-41.0% | $4,175-37.0% | $6,507-59.6% |
| Admin fee / account holder | $793 | $5,568-85.8% | $5,349-85.2% | $12,624-93.7% |