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 6-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 | $13,694 | $74,888-81.7% | $71,209-80.8% | $142,382-90.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.11% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,213 | $2,854+12.6% | $2,721+18.1% | $4,299-25.3% |
| Participant deferral / active EE | $6,068 | $4,454+36.2% | $4,175+45.3% | $6,507-6.8% |
| Admin fee / account holder | $321 | $5,568-94.2% | $5,349-94.0% | $12,624-97.5% |