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 10-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 | $44,807 | $57,354-21.9% | $83,848-46.6% | $64,186-30.2% |
| Participation rate | 90.0% | 68.6%+21.4pp | 76.1%+13.9pp | 69.6%+20.4pp |
| Annual return | 20.18% | 11.38%+8.8pp | 850.88%-830.7pp | 7.63%+12.5pp |
| Employer contribution / active EE | $2,594 | $2,545+1.9% | $3,631-28.5% | $2,381+9.0% |
| Participant deferral / active EE | $4,683 | $2,993+56.5% | $4,082+14.7% | $3,470+35.0% |
| Admin fee / account holder | $4,041 | $4,046-0.1% | $5,478-26.2% | $4,888-17.3% |