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 | $14,688 | $74,888-80.4% | $71,209-79.4% | $142,382-89.7% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 24.79% | 345.14%-320.4pp | 282.51%-257.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,378 | $2,854-16.7% | $2,721-12.6% | $4,299-44.7% |
| Participant deferral / active EE | $2,883 | $4,454-35.3% | $4,175-30.9% | $6,507-55.7% |
| Admin fee / account holder | $1,827 | $5,568-67.2% | $5,349-65.8% | $12,624-85.5% |