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 5-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 | $25,726 | $74,888-65.6% | $71,209-63.9% | $142,382-81.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 13.53% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,818 | $2,854-1.3% | $2,721+3.6% | $4,299-34.5% |
| Participant deferral / active EE | $3,806 | $4,454-14.6% | $4,175-8.8% | $6,507-41.5% |
| Admin fee / account holder | $743 | $5,568-86.6% | $5,349-86.1% | $12,624-94.1% |