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 | $9,347 | $74,888-87.5% | $71,209-86.9% | $142,382-93.4% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 29.43% | 345.14%-315.7pp | 282.51%-253.1pp | 217.08%-187.6pp |
| Employer contribution / active EE | $1,743 | $2,854-38.9% | $2,721-35.9% | $4,299-59.4% |
| Participant deferral / active EE | $3,186 | $4,454-28.5% | $4,175-23.7% | $6,507-51.0% |
| Admin fee / account holder | $352 | $5,568-93.7% | $5,349-93.4% | $12,624-97.2% |