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 | $20,842 | $67,823-69.3% | $52,425-60.2% | $137,256-84.8% |
| Participation rate | 82.6% | 63.9%+18.7pp | 55.6%+27.0pp | 80.0%+2.6pp |
| Annual return | 22.41% | 219.11%-196.7pp | 302.12%-279.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,193 | $1,163+2.6% | $914+30.5% | $4,156-71.3% |
| Participant deferral / active EE | $3,308 | $2,288+44.6% | $1,790+84.7% | $6,407-48.4% |
| Admin fee / account holder | $341 | $2,844-88.0% | $2,495-86.4% | $12,270-97.2% |