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 | $21,851 | $72,071-69.7% | $68,368-68.0% | $137,256-84.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.93% | 353.14%-336.2pp | 292.57%-275.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,548 | $2,788-44.5% | $2,649-41.6% | $4,156-62.8% |
| Participant deferral / active EE | $2,911 | $4,410-34.0% | $4,123-29.4% | $6,407-54.6% |
| Admin fee / account holder | $419 | $5,336-92.2% | $5,150-91.9% | $12,270-96.6% |