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 | $74,888-77.1% | $71,209-76.0% | $142,382-88.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 27.57% | 345.14%-317.6pp | 282.51%-254.9pp | 217.08%-189.5pp |
| Employer contribution / active EE | $2,350 | $2,854-17.7% | $2,721-13.6% | $4,299-45.3% |
| Participant deferral / active EE | $3,477 | $4,454-21.9% | $4,175-16.7% | $6,507-46.6% |
| Admin fee / account holder | $644 | $5,568-88.4% | $5,349-88.0% | $12,624-94.9% |