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 | $74,888-80.6% | $71,209-79.6% | $142,382-89.8% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 18.12% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,646 | $2,854-42.3% | $2,721-39.5% | $4,299-61.7% |
| Participant deferral / active EE | $2,548 | $4,454-42.8% | $4,175-39.0% | $6,507-60.8% |
| Admin fee / account holder | $3,644 | $5,568-34.6% | $5,349-31.9% | $12,624-71.1% |