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 5-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 | $18,437 | $51,638-64.3% | $68,368-73.0% | $82,448-77.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.49% | 37.53%-22.0pp | 292.57%-277.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,565 | $2,047+25.3% | $2,649-3.2% | $2,551+0.5% |
| Participant deferral / active EE | $3,223 | $2,914+10.6% | $4,123-21.8% | $4,139-22.1% |
| Admin fee / account holder | $1,731 | $4,643-62.7% | $5,150-66.4% | $7,234-76.1% |