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 | $14,544 | $72,071-79.8% | $68,368-78.7% | $137,256-89.4% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 18.12% | 353.14%-335.0pp | 292.57%-274.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,646 | $2,788-41.0% | $2,649-37.9% | $4,156-60.4% |
| Participant deferral / active EE | $2,548 | $4,410-42.2% | $4,123-38.2% | $6,407-60.2% |
| Admin fee / account holder | $3,644 | $5,336-31.7% | $5,150-29.2% | $12,270-70.3% |