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 | $22,724 | $102,604-77.9% | $86,188-73.6% | $139,434-83.7% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.0%+1.0pp | 80.3%-10.3pp |
| Annual return | 13.83% | 1922.51%-1908.7pp | 1168.45%-1154.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,677 | $3,032-44.7% | $2,380-29.6% | $4,751-64.7% |
| Participant deferral / active EE | $2,407 | $4,676-48.5% | $3,985-39.6% | $6,710-64.1% |
| Admin fee / account holder | $1,149 | $8,657-86.7% | $6,852-83.2% | $11,403-89.9% |