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 6-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 | $22,858 | $95,561-76.1% | $77,163-70.4% | $139,434-83.6% |
| Participation rate | 81.3% | 73.9%+7.3pp | 69.6%+11.7pp | 80.3%+0.9pp |
| Annual return | 14.08% | 54.92%-40.8pp | 37.87%-23.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,683 | $3,147-14.7% | $2,535+5.9% | $4,751-43.5% |
| Participant deferral / active EE | $3,231 | $4,624-30.1% | $3,833-15.7% | $6,710-51.8% |
| Admin fee / account holder | $2,609 | $8,295-68.5% | $5,472-52.3% | $11,403-77.1% |