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 | $16,109 | $72,071-77.6% | $68,368-76.4% | $137,256-88.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 23.56% | 353.14%-329.6pp | 292.57%-269.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,765 | $2,788-36.7% | $2,649-33.4% | $4,156-57.5% |
| Participant deferral / active EE | $2,848 | $4,410-35.4% | $4,123-30.9% | $6,407-55.5% |
| Admin fee / account holder | $723 | $5,336-86.4% | $5,150-86.0% | $12,270-94.1% |