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 7-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 | $11,284 | $74,888-84.9% | $71,209-84.2% | $142,382-92.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 14.99% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,248 | $2,854-56.3% | $2,721-54.1% | $4,299-71.0% |
| Participant deferral / active EE | $1,875 | $4,454-57.9% | $4,175-55.1% | $6,507-71.2% |
| Admin fee / account holder | $2,412 | $5,568-56.7% | $5,349-54.9% | $12,624-80.9% |