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 4-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 | $30,066 | $72,071-58.3% | $68,368-56.0% | $137,256-78.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 18.21% | 353.14%-334.9pp | 292.57%-274.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,143 | $2,788-23.1% | $2,649-19.1% | $4,156-48.4% |
| Participant deferral / active EE | $2,838 | $4,410-35.6% | $4,123-31.2% | $6,407-55.7% |
| Admin fee / account holder | $804 | $5,336-84.9% | $5,150-84.4% | $12,270-93.5% |