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 | $17,193 | $74,888-77.0% | $71,209-75.9% | $142,382-87.9% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 20.34% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $885 | $2,854-69.0% | $2,721-67.5% | $4,299-79.4% |
| Participant deferral / active EE | $978 | $4,454-78.1% | $4,175-76.6% | $6,507-85.0% |
| Admin fee / account holder | $2,078 | $5,568-62.7% | $5,349-61.1% | $12,624-83.5% |