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 | $42,637 | $105,859-59.7% | $90,160-52.7% | $147,584-71.1% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 20.65% | 37.63%-17.0pp | 34.88%-14.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,323 | $4,126-43.7% | $3,318-30.0% | $4,876-52.4% |
| Participant deferral / active EE | $3,971 | $5,733-30.7% | $5,288-24.9% | $5,439-27.0% |
| Admin fee / account holder | $1,347 | $8,046-83.3% | $5,943-77.3% | $10,885-87.6% |