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 | $26,870 | $72,071-62.7% | $68,368-60.7% | $137,256-80.4% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.0%+13.4pp |
| Annual return | 25.97% | 353.14%-327.2pp | 292.57%-266.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $3,106 | $2,788+11.4% | $2,649+17.3% | $4,156-25.3% |
| Participant deferral / active EE | $6,516 | $4,410+47.8% | $4,123+58.0% | $6,407+1.7% |
| Admin fee / account holder | $3,675 | $5,336-31.1% | $5,150-28.6% | $12,270-70.0% |