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 | $24,564 | $74,888-67.2% | $71,209-65.5% | $142,382-82.7% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.1%+4.1pp |
| Annual return | 37.06% | 345.14%-308.1pp | 282.51%-245.4pp | 217.08%-180.0pp |
| Employer contribution / active EE | $1,893 | $2,854-33.7% | $2,721-30.4% | $4,299-56.0% |
| Participant deferral / active EE | $2,468 | $4,454-44.6% | $4,175-40.9% | $6,507-62.1% |
| Admin fee / account holder | $748 | $5,568-86.6% | $5,349-86.0% | $12,624-94.1% |