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 | $29,593 | $88,751-66.7% | $81,812-63.8% | $145,922-79.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 23.31% | 1025.40%-1002.1pp | 773.79%-750.5pp | 561.29%-538.0pp |
| Employer contribution / active EE | $1,340 | $3,083-56.5% | $2,912-54.0% | $4,660-71.2% |
| Participant deferral / active EE | $6,189 | $4,643+33.3% | $4,319+43.3% | $6,688-7.5% |
| Admin fee / account holder | $2,294 | $8,415-72.7% | $7,386-68.9% | $13,397-82.9% |