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 | $15,570 | $74,888-79.2% | $71,209-78.1% | $142,382-89.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 20.41% | 345.14%-324.7pp | 282.51%-262.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,044 | $2,854-63.4% | $2,721-61.6% | $4,299-75.7% |
| Participant deferral / active EE | $2,474 | $4,454-44.5% | $4,175-40.7% | $6,507-62.0% |
| Admin fee / account holder | $711 | $5,568-87.2% | $5,349-86.7% | $12,624-94.4% |