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 | $25,088 | $74,888-66.5% | $71,209-64.8% | $142,382-82.4% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 68.04% | 345.14%-277.1pp | 282.51%-214.5pp | 217.08%-149.0pp |
| Employer contribution / active EE | $1,607 | $2,854-43.7% | $2,721-40.9% | $4,299-62.6% |
| Participant deferral / active EE | $3,201 | $4,454-28.1% | $4,175-23.3% | $6,507-50.8% |
| Admin fee / account holder | $1,157 | $5,568-79.2% | $5,349-78.4% | $12,624-90.8% |