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 | $17,123 | $72,071-76.2% | $68,368-75.0% | $137,256-87.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 27.57% | 353.14%-325.6pp | 292.57%-265.0pp | 220.34%-192.8pp |
| Employer contribution / active EE | $2,350 | $2,788-15.7% | $2,649-11.3% | $4,156-43.5% |
| Participant deferral / active EE | $3,477 | $4,410-21.1% | $4,123-15.7% | $6,407-45.7% |
| Admin fee / account holder | $644 | $5,336-87.9% | $5,150-87.5% | $12,270-94.8% |