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 7-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 | $20,443 | $74,888-72.7% | $71,209-71.3% | $142,382-85.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.18% | 345.14%-328.0pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,000 | $2,854-65.0% | $2,721-63.3% | $4,299-76.8% |
| Participant deferral / active EE | $3,212 | $4,454-27.9% | $4,175-23.1% | $6,507-50.6% |
| Admin fee / account holder | $356 | $5,568-93.6% | $5,349-93.3% | $12,624-97.2% |